Filed August 30, 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 |
|---|---|---|
OGLETREE DEAKINS1 year Service code 16 · EIN 57-1044820 | Consulting | $24,332 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $22,500 |
Filed as: ARTHUR J. GALLAGHER & CO. Service code 16 · EIN 36-4291971 | Consulting | $15,000 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $4,110 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,785 | $43,233+19.8% | $185,117-72.0% | $77,958-33.6% |
| Participation rate | 22.1% | 64.2%-42.2pp | 77.3%-55.2pp | 71.6%-49.6pp |
| Annual return | 19.09% | 20.43%-1.3pp | 40.50%-21.4pp | 20.87%-1.8pp |
| Employer contribution / active EE | $566 | $1,312-56.9% | $4,182-86.5% | $2,310-75.5% |
| Participant deferral / active EE | $1,045 | $2,912-64.1% | $5,045-79.3% | $3,537-70.5% |
| Admin fee / account holder | $86 | $95-9.5% | $8,159-98.9% | $97-11.6% |