Filed September 4, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $19,200 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,025 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,962 | $61,156+34.0% | $185,823-55.9% | $79,386+3.2% |
| Participation rate | 70.6% | 66.6%+4.0pp | 81.7%-11.1pp | 70.7%-0.1pp |
| Annual return | 11.06% | 19.45%-8.4pp | 122.05%-111.0pp | 116.85%-105.8pp |
| Employer contribution / active EE | $3,413 | $2,321+47.1% | $5,167-33.9% | $2,427+40.6% |
| Participant deferral / active EE | $4,087 | $2,789+46.6% | $5,568-26.6% | $4,046+1.0% |
| Admin fee / account holder | $157 | $710-77.8% | $16,237-99.0% | $626-74.9% |