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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,416 |
Filed as: ARTHUR J. GALLAGHER & CO. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,500 |
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 | $49,485 | $58,644-15.6% | $177,989-72.2% | $199,593-75.2% |
| Participation rate | 30.4% | 65.5%-35.0pp | 77.1%-46.6pp | 72.0%-41.5pp |
| Annual return | 15.08% | 19.25%-4.2pp | 294.48%-279.4pp | 34.25%-19.2pp |
| Employer contribution / active EE | $940 | $1,801-47.8% | $3,949-76.2% | $3,034-69.0% |
| Participant deferral / active EE | $1,970 | $4,248-53.6% | $6,276-68.6% | $5,087-61.3% |
| Admin fee / account holder | $14 | $145-90.3% | $10,363-99.9% | $269-94.7% |