Filed January 8, 1998
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: ARTHUR J GALLAGHER & CO Service code 16 · EIN 74-2794194 | Consulting | $37,500 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 16 · EIN 43-1947695 | Consulting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$113,861 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,318 | $63,905+116.4% | $74,183+86.5% | $57,658+139.9% |
| Participation rate | 80.5% | 79.8%+0.8pp | 76.6%+3.9pp | 70.2%+10.3pp |
| Annual return | 6.25% | 60.60%-54.4pp | 17.74%-11.5pp | 5.13%+1.1pp |
| Employer contribution / active EE | $2,926 | $1,840+59.0% | $2,370+23.5% | $1,974+48.3% |
| Participant deferral / active EE | $10,166 | $3,448+194.8% | $3,550+186.4% | $3,061+232.2% |
| Admin fee / account holder | -$46 | $91-151.0% | $5,586-100.8% | $95-149.2% |