Filed June 14, 2016
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 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $277,000 |
Service code 12 · EIN 04-2647786 | Participant communication; Claims pro... | $88,960 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 13-3727333 | Consulting | $30,000 |
HAWLEY TROXELL1 year Service code 29 · EIN 82-0259668 | Legal | $28,319 |
WEAVER AND TIDWELL, LLP1 year Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $13,905 |
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 04-2654524 | Advisory (Participants) | $10,600 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,495 | $52,346+34.7% | $143,757-51.0% | $78,044-9.7% |
| Participation rate | 57.0% | 72.7%-15.7pp | 80.3%-23.3pp | 74.4%-17.5pp |
| Annual return | -13.86% | -14.19%+0.3pp | -0.04%-13.8pp | 10.87%-24.7pp |
| Employer contribution / active EE | $1,532 | $2,131-28.1% | $4,951-69.0% | $3,125-51.0% |
| Participant deferral / active EE | $3,419 | $3,800-10.0% | $5,637-39.3% | $5,084-32.8% |
| Admin fee / account holder | $78 | $63+22.8% | $14,673-99.5% | $79-1.3% |