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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $110,116 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $89,926 |
Service code 28 · EIN 06-1055669 | Investment Management | $20,694 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $274,299-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.8%-39.8pp | 8.4%-8.4pp |
| Annual return | 10.20% | 11.73%-1.5pp | 8.84%+1.4pp | 18.34%-8.1pp |
| Employer contribution / active EE | $63,218 | $11,753+437.9% | $67,446-6.3% | $14,665+331.1% |
| Participant deferral / active EE | $0 | $177-100.0% | $4-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $46,528-100.0% | $9,141-100.0% |