Filed November 25, 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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $53,284 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,468 |
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 | $67,322 | $117,025-42.5% | $91,541-26.5% | $85,563-21.3% |
| Participation rate | 96.9% | 64.2%+32.6pp | 69.8%+27.1pp | 66.0%+30.9pp |
| Annual return | 14.61% | 18.02%-3.4pp | 20.50%-5.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,313 | $2,120-38.1% | $2,505-47.6% | $2,654-50.5% |
| Participant deferral / active EE | $5,154 | $3,446+49.6% | $4,008+28.6% | $4,375+17.8% |
| Admin fee / account holder | $221 | $1,242-82.2% | $6,956-96.8% | $834-73.5% |