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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $45,233 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,805 | $58,778+10.3% | $129,207-49.8% | $77,643-16.5% |
| Participation rate | 68.0% | 59.2%+8.7pp | 69.6%-1.6pp | 70.6%-2.6pp |
| Annual return | 13.82% | 24.73%-10.9pp | 9417.33%-9403.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,808 | $1,952-7.4% | $4,153-56.5% | $2,726-33.7% |
| Participant deferral / active EE | $3,132 | $3,212-2.5% | $4,168-24.8% | $4,647-32.6% |
| Admin fee / account holder | $117 | $589-80.2% | $7,715-98.5% | $430-72.9% |