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, LLC5+ years Filed as: GATEWAY ADVISORY LLC Service code 27 900 S AVE W · WESTFIELD, NJ 07090 | Advisory (Plan) | $30,000 |
DIALAMERICA MARKETING, INC4 years Service code 99 960 MACARTHUR BLVD · MAHWAH, NJ 07495 | Other Fees | $4,473 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,402 |
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.
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 | $69,596 | $48,116+44.6% | $99,443-30.0% | $77,787-10.5% |
| Participation rate | 28.2% | 60.0%-31.7pp | 73.8%-45.6pp | 73.2%-45.0pp |
| Annual return | 20.74% | 23.23%-2.5pp | 30.72%-10.0pp | 32.57%-11.8pp |
| Employer contribution / active EE | $161 | $1,057-84.8% | $2,540-93.7% | $2,504-93.6% |
| Participant deferral / active EE | $1,047 | $2,238-53.2% | $3,619-71.1% | $3,967-73.6% |
| Admin fee / account holder | $76 | $87-12.9% | $6,250-98.8% | $100-24.0% |