Filed December 18, 2018 (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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 17 · EIN 35-2552359 FBO GALLAGHER BENEFITS SERVICES, 11 · BOSTON, MA 021165749 | Pension Consulting | $18,750 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES, LLC Service code 17 · EIN 74-2794194 116 HUNTINGTON AVE · BOSTON, MA 021165749 | Pension Consulting | $10,625 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Accounting | $8,250 |
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 | $156,561 | $68,408+128.9% | $57,179+173.8% | $57,658+171.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 6.93% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $7,545 | $2,869+163.0% | $2,682+181.3% | $1,974+282.2% |
| Participant deferral / active EE | $5,992 | $2,903+106.4% | $3,096+93.5% | $3,061+95.8% |
| Admin fee / account holder | $6 | $70-91.9% | $3,139-99.8% | $95-94.0% |