Filed June 5, 2008
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 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $55,606 |
INTRUST BANK, N.A.1 year Filed as: INTRUST BANK, NA Service code 10 · EIN 48-0477525 | Accounting | $14,000 |
Filed as: GALLAGHER BENEFIT SERVICE INC. Service code 16 · EIN 36-4291971 | Consulting | $8,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $74,817 | $95,274-21.5% | $135,903-44.9% | $74,419+0.5% |
| Participation rate | 93.9% | 78.2%+15.7pp | 81.9%+12.0pp | 70.7%+23.1pp |
| Annual return | 19.08% | 32.77%-13.7pp | 68.23%-49.2pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,723 | $3,874-55.5% | $4,856-64.5% | $2,637-34.7% |
| Participant deferral / active EE | $6,284 | $7,782-19.3% | $7,758-19.0% | $4,528+38.8% |
| Admin fee / account holder | $161 | $266-39.6% | $10,762-98.5% | $348-53.8% |