Filed March 29, 2006 (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 BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,160 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,038 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,396 | $88,730-0.4% | $82,313+7.4% | $77,958+13.4% |
| Participation rate | 97.9% | 84.5%+13.4pp | 76.9%+21.0pp | 71.6%+26.3pp |
| Annual return | 18.44% | 20.88%-2.4pp | 25.88%-7.4pp | 20.87%-2.4pp |
| Employer contribution / active EE | $3,920 | $2,758+42.1% | $2,428+61.4% | $2,310+69.7% |
| Participant deferral / active EE | $4,559 | $4,634-1.6% | $3,706+23.0% | $3,537+28.9% |
| Admin fee / account holder | $49 | $74-33.8% | $5,608-99.1% | $97-49.7% |