Filed December 28, 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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,934 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 | Investment Management | $18,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,314 | $46,292-19.4% | $143,757-74.0% | $64,808-42.4% |
| Participation rate | 48.4% | 64.2%-15.8pp | 80.3%-31.9pp | 71.5%-23.1pp |
| Annual return | -14.21% | -10.05%-4.2pp | -0.04%-14.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,899 | $2,646-28.2% | $5,637-66.3% | $4,310-56.0% |
| Admin fee / account holder | $3 | $154-98.0% | $14,673-100.0% | $188-98.4% |