Filed February 23, 2005
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 | $81,512 |
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $16,102 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $6,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,203 | $46,292-13.2% | $143,757-72.0% | $64,808-38.0% |
| Participation rate | 73.5% | 64.2%+9.3pp | 80.3%-6.8pp | 71.5%+2.0pp |
| Annual return | -16.31% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,348 | $1,910-29.4% | $4,951-72.8% | $2,506-46.2% |
| Participant deferral / active EE | $2,835 | $2,646+7.2% | $5,637-49.7% | $4,310-34.2% |
| Admin fee / account holder | $61 | $154-60.5% | $14,673-99.6% | $188-67.6% |