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 | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,331 | $61,272+16.4% | $149,673-52.3% | $71,457-0.2% |
| Participation rate | 64.1% | 62.5%+1.6pp | 78.8%-14.7pp | 67.9%-3.8pp |
| Annual return | 16.53% | 35.85%-19.3pp | 134.42%-117.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $2,407 | $2,378+1.2% | $4,818-50.0% | $2,588-7.0% |
| Participant deferral / active EE | $3,529 | $2,917+21.0% | $5,680-37.9% | $4,289-17.7% |
| Admin fee / account holder | $162 | $1,261-87.1% | $13,210-98.8% | $1,587-89.8% |