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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $42,521 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 28 · EIN 36-4291971 | Investment Management | $22,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,625 | $50,815-8.2% | $155,509-70.0% | $77,643-39.9% |
| Participation rate | 48.7% | 63.1%-14.4pp | 78.2%-29.5pp | 70.6%-21.9pp |
| Annual return | 14.38% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,045 | $1,993-47.6% | $4,672-77.6% | $2,726-61.7% |
| Participant deferral / active EE | $1,870 | $2,822-33.7% | $5,626-66.8% | $4,647-59.8% |
| Admin fee / account holder | $4 | $437-99.0% | $15,912-100.0% | $430-99.0% |