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 | $48,990 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $26,734 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,040 | $56,317-12.9% | $71,209-31.1% | $74,304-34.0% |
| Participation rate | 97.0% | 55.1%+41.8pp | 73.8%+23.2pp | 60.3%+36.6pp |
| Annual return | 17.54% | 42.83%-25.3pp | 282.51%-265.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,598 | $2,160-26.0% | $2,721-41.3% | $2,241-28.7% |
| Participant deferral / active EE | $4,524 | $2,788+62.3% | $4,175+8.4% | $3,767+20.1% |
| Admin fee / account holder | $204 | $2,290-91.1% | $5,349-96.2% | $2,969-93.1% |