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 | $5,098 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,133 | $65,061-4.5% | $143,757-56.8% | $66,914-7.1% |
| Participation rate | 70.7% | 65.2%+5.6pp | 80.3%-9.6pp | 69.8%+0.9pp |
| Annual return | -22.72% | -11.14%-11.6pp | -0.04%-22.7pp | 1.58%-24.3pp |
| Employer contribution / active EE | $3,828 | $2,361+62.2% | $4,951-22.7% | $2,544+50.5% |
| Participant deferral / active EE | $3,651 | $2,919+25.1% | $5,637-35.2% | $4,237-13.8% |
| Admin fee / account holder | $152 | $502-69.6% | $14,673-99.0% | $593-74.3% |