Filed May 17, 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 37 · EIN 04-2647786 | Loan Processing | $476,434 |
Filed as: GALLAGHER BENEFIT SERVICE Service code 16 · EIN 36-4291971 | Consulting | $18,000 |
Filed as: HARPER PEARSON Service code 10 · EIN 74-1695589 | Accounting | $14,225 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,052 | $122,114-81.1% | $96,139-76.0% | $101,517-77.3% |
| Participation rate | 45.2% | 40.2%+5.1pp | 68.4%-23.2pp | 74.6%-29.3pp |
| Annual return | 13.54% | 22.60%-9.1pp | 191.94%-178.4pp | 21.00%-7.5pp |
| Employer contribution / active EE | $543 | $938-42.1% | $2,797-80.6% | $2,973-81.7% |
| Participant deferral / active EE | $1,617 | $2,166-25.3% | $4,349-62.8% | $4,873-66.8% |
| Admin fee / account holder | $118 | $1,652-92.9% | $5,537-97.9% | $139-15.7% |