Filed April 25, 2000
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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $7,586 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $6,489 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1 |
WELLS FARGO BANK, N.A.8+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,789 | $49,451-62.0% | $79,550-76.4% | $66,914-71.9% |
| Participation rate | 78.3% | 61.3%+17.0pp | 69.5%+8.8pp | 69.8%+8.5pp |
| Annual return | -13.68% | 84.25%-97.9pp | 0.16%-13.8pp | 1.58%-15.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,283 | $3,159+67.3% | $3,985+32.6% | $4,237+24.7% |
| Admin fee / account holder | $29 | $595-95.1% | $6,832-99.6% | $593-95.1% |