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) | $60,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,063 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$83,793 |
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 | $108,719 | $110,299-1.4% | $102,423+6.1% | $199,593-45.5% |
| Participation rate | 97.3% | 86.3%+11.0pp | 76.5%+20.8pp | 72.0%+25.3pp |
| Annual return | 17.70% | 35.73%-18.0pp | 29.32%-11.6pp | 34.25%-16.6pp |
| Employer contribution / active EE | $4,148 | $3,603+15.1% | $3,023+37.2% | $3,034+36.7% |
| Participant deferral / active EE | $6,361 | $6,376-0.2% | $5,053+25.9% | $5,087+25.0% |
| Admin fee / account holder | $9 | $122-92.6% | $9,451-99.9% | $269-96.6% |