Filed January 1, 2012 (most recent of 2 filings on file)
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 64 · EIN 71-0294708 | Recordkeeping Fees | $42,985 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 | Other Fees | $22,748 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 99 · EIN 36-4291971 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,033 | $60,323-32.0% | $81,812-49.8% | $74,495-44.9% |
| Participation rate | 99.0% | 62.9%+36.1pp | 72.3%+26.6pp | 67.2%+31.8pp |
| Annual return | 13.34% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,470 | $2,620-43.9% | $2,912-49.5% | $2,623-44.0% |
| Participant deferral / active EE | $4,227 | $3,387+24.8% | $4,319-2.1% | $4,346-2.7% |
| Admin fee / account holder | $184 | $1,486-87.6% | $7,386-97.5% | $1,942-90.5% |