Filed April 15, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $50,505 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 26 · EIN 26-0516431 | Advisory (Participants) | $33,618 |
RT JONES CAPITAL EQUITIES MGMT INC10+ years Service code 26 · EIN 20-1090152 | Advisory (Participants) | $31,076 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,073 | $53,136-32.1% | $155,509-76.8% | $199,593-81.9% |
| Participation rate | 80.9% | 64.1%+16.9pp | 78.2%+2.8pp | 72.0%+9.0pp |
| Annual return | 17.84% | 41.15%-23.3pp | 64.67%-46.8pp | 34.25%-16.4pp |
| Employer contribution / active EE | $1,939 | $1,851+4.8% | $4,672-58.5% | $3,034-36.1% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $52 | $185-71.8% | $15,912-99.7% | $269-80.6% |