Filed May 2, 2006
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 |
|---|---|---|
GATEWAY ADVISORY, LLC2+ years Filed as: GATEWAY ADVISORY LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $47,825 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,616 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 13-2624428 | Investment Management | $7,586 |
Service code 99 · EIN 13-2624428 | Other Fees | $1,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,783 | $35,600+31.4% | $87,507-46.5% | $63,975-26.9% |
| Participation rate | 36.9% | 56.1%-19.3pp | 73.8%-37.0pp | 71.1%-34.3pp |
| Annual return | 4.95% | 17.86%-12.9pp | 12.21%-7.3pp | 48.65%-43.7pp |
| Employer contribution / active EE | $0 | $854-100.0% | $2,550-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,228 | $1,660-26.0% | $3,149-61.0% | $3,356-63.4% |
| Admin fee / account holder | $109 | $51+114.4% | $4,221-97.4% | $70+54.5% |