Filed January 19, 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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,985 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Consulting | $9,355 |
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 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 | $123,321 | $54,121+127.9% | $134,143-8.1% | $73,409+68.0% |
| Participation rate | 66.4% | 64.4%+2.0pp | 72.2%-5.8pp | 72.2%-5.8pp |
| Annual return | 21.52% | -312.52%+334.0pp | 36.33%-14.8pp | 59.29%-37.8pp |
| Employer contribution / active EE | $2,244 | $1,402+60.1% | $3,704-39.4% | $2,234+0.5% |
| Participant deferral / active EE | $4,872 | $2,844+71.3% | $3,499+39.3% | $3,805+28.0% |
| Admin fee / account holder | $124 | $132-6.6% | $6,684-98.2% | $158-21.7% |