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 | $511,671 |
Filed as: HARPER PEARSON Service code 10 · EIN 74-1695589 | Accounting | $30,414 |
Filed as: GALLAGHER BENEFIT SERVICE Service code 16 · EIN 36-4291971 | Consulting | $29,250 |
GBS RETIREMENT SERVICES1 year Filed as: GBS RETIREMENT SERVICES INC Service code 16 · EIN 13-3727333 | Consulting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,435 | $32,482-46.3% | $77,024-77.4% | $78,044-77.7% |
| Participation rate | 37.7% | 37.9%-0.1pp | 67.9%-30.2pp | 74.4%-36.7pp |
| Annual return | -13.98% | -7.74%-6.2pp | 42.32%-56.3pp | 10.87%-24.9pp |
| Employer contribution / active EE | $535 | $965-44.6% | $2,812-81.0% | $3,125-82.9% |
| Participant deferral / active EE | $1,783 | $2,316-23.0% | $4,426-59.7% | $5,084-64.9% |
| Admin fee / account holder | $122 | $107+14.0% | $5,425-97.7% | $79+55.1% |