Filed December 28, 1992
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 4-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) | $37,541 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,148 |
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 | $62,189 | $62,544-0.6% | $129,207-51.9% | $199,593-68.8% |
| Participation rate | 33.4% | 56.8%-23.3pp | 69.6%-36.2pp | 72.0%-38.5pp |
| Annual return | 18.14% | 16.95%+1.2pp | 9417.33%-9399.2pp | 34.25%-16.1pp |
| Employer contribution / active EE | $1,006 | $2,394-58.0% | $4,153-75.8% | $3,034-66.8% |
| Participant deferral / active EE | $1,884 | $3,123-39.7% | $4,168-54.8% | $5,087-63.0% |
| Admin fee / account holder | $108 | $167-35.1% | $7,715-98.6% | $269-59.7% |