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, LLC4+ years Filed as: GATEWAY ADVISORY LLC Service code 27 900 S AVE W · WESTFIELD, NJ 07090 | Advisory (Plan) | $30,000 |
Filed as: BECHER, DELLATORRE, GITTO & COMP Service code 99 · EIN 22-2625944 | Other Fees | $5,243 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,976 | $35,366+66.8% | $90,645-34.9% | $75,289-21.7% |
| Participation rate | 30.1% | 57.3%-27.2pp | 74.0%-43.9pp | 72.4%-42.3pp |
| Annual return | -6.16% | -2.19%-4.0pp | 1.88%-8.0pp | -0.04%-6.1pp |
| Employer contribution / active EE | $360 | $916-60.7% | $2,532-85.8% | $2,405-85.1% |
| Participant deferral / active EE | $1,118 | $1,998-44.0% | $3,425-67.3% | $3,739-70.1% |
| Admin fee / account holder | $74 | $59+25.3% | $4,994-98.5% | $102-27.7% |