Filed August 23, 2013 (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: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $108,938 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $68,240 |
Filed as: GLOBAL PORTFOLIO STRATEGIES INC Service code 28 · EIN 06-1055669 | Investment Management | $20,604 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $37,197-100.0% | $215,441-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 50.7%-50.7pp | 4.7%-4.7pp |
| Annual return | -6.40% | -0.69%-5.7pp | 1.09%-7.5pp | -0.69%-5.7pp |
| Employer contribution / active EE | $14,239 | $16,786-15.2% | $57,621-75.3% | $16,786-15.2% |
| Participant deferral / active EE | $0 | $525-100.0% | $181-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,762-100.0% | $124-100.0% |