Filed September 8, 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 |
|---|---|---|
GILLESPIE AND COMPANY2+ years Service code 13 · EIN 54-1467443 | Contract Administrator | $3,947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,723 | $25,723-81.6% | $69,182-93.2% | $55,167-91.4% |
| Participation rate | 45.0% | 39.4%+5.5pp | 55.1%-10.1pp | 69.0%-24.0pp |
| Annual return | 4.93% | 9.56%-4.6pp | -21.93%+26.9pp | 169.23%-164.3pp |
| Employer contribution / active EE | $179 | $480-62.8% | $1,206-85.2% | $1,963-90.9% |
| Participant deferral / active EE | $447 | $963-53.6% | $1,897-76.5% | $3,054-85.4% |
| Admin fee / account holder | $38 | $365-89.7% | $2,697-98.6% | $504-92.5% |