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, LLC3+ years Filed as: GATEWAY ADVISORY LLC Service code 27 900 SOUTH AVENUE WEST · WESTFIELD, NJ 07090 | Advisory (Plan) | $51,065 |
DIALAMERICA MARKETING, INC2 years Service code 99 960 MACARTHUR BLVD · MAHWAH, NJ 07495 | Other Fees | $2,909 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,347 | $37,245+64.7% | $94,993-35.4% | $77,958-21.3% |
| Participation rate | 32.3% | 56.5%-24.2pp | 73.9%-41.6pp | 71.6%-39.4pp |
| Annual return | 16.99% | 22.72%-5.7pp | 27.12%-10.1pp | 20.87%-3.9pp |
| Employer contribution / active EE | $197 | $894-77.9% | $2,603-92.4% | $2,310-91.5% |
| Participant deferral / active EE | $1,115 | $1,828-39.0% | $3,317-66.4% | $3,537-68.5% |
| Admin fee / account holder | $103 | $59+73.7% | $4,960-97.9% | $97+5.4% |