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 04-2647786 | Securities brokerage commissions and ... | $276,229 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $100,000 |
STRATEGIC ADVISORS, INC.2 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $58,626 |
HAWLEY TROXELL2 years Service code 29 · EIN 82-0259668 | Legal | $25,175 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $20,580 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $13,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,362 | $59,339+47.2% | $149,673-41.6% | $103,482-15.6% |
| Participation rate | 57.1% | 70.2%-13.1pp | 78.8%-21.6pp | 73.3%-16.1pp |
| Annual return | 41.76% | 77.78%-36.0pp | 134.42%-92.7pp | 33.11%+8.6pp |
| Employer contribution / active EE | $1,885 | $2,178-13.4% | $4,818-60.9% | $3,208-41.2% |
| Participant deferral / active EE | $3,771 | $3,716+1.5% | $5,680-33.6% | $5,207-27.6% |
| Admin fee / account holder | $83 | $103-19.9% | $13,210-99.4% | $114-27.7% |