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) | $70,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,309 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,565 |
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 | $88,213 | $105,247-16.2% | $87,100+1.3% | $77,787+13.4% |
| Participation rate | 99.1% | 85.8%+13.3pp | 76.9%+22.3pp | 73.2%+25.9pp |
| Annual return | 23.24% | 24.52%-1.3pp | 28.19%-5.0pp | 32.57%-9.3pp |
| Employer contribution / active EE | $3,819 | $2,895+31.9% | $2,521+51.5% | $2,504+52.5% |
| Participant deferral / active EE | $4,661 | $5,060-7.9% | $4,049+15.1% | $3,967+17.5% |
| Admin fee / account holder | $51 | $104-51.6% | $7,497-99.3% | $100-49.5% |