Filed August 9, 2007 (most recent of 3 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 |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $46,381 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,626 | $53,345+9.9% | $121,098-51.6% | $74,419-21.2% |
| Participation rate | 71.4% | 60.0%+11.4pp | 69.5%+1.9pp | 70.7%+0.6pp |
| Annual return | 16.28% | 35.15%-18.9pp | 985.75%-969.5pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,776 | $1,898-6.4% | $4,164-57.3% | $2,637-32.6% |
| Participant deferral / active EE | $3,026 | $3,221-6.0% | $4,080-25.8% | $4,528-33.2% |
| Admin fee / account holder | $128 | $382-66.5% | $5,644-97.7% | $348-63.2% |