Filed October 27, 1998 (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 Service code 17 · EIN 13-3727333 | Pension Consulting | $38,750 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $10,300 |
SMART 401(K), LLC2+ years Filed as: SMART401K, LLC Service code 51 · EIN 20-0193857 | Investment Mgmt Fees | $5,060 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,750 |
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 | $109,833 | $50,106+119.2% | $70,014+56.9% | $57,658+90.5% |
| Participation rate | 95.8% | 70.9%+25.0pp | 71.8%+24.0pp | 70.2%+25.6pp |
| Annual return | 7.05% | 14.58%-7.5pp | 12.99%-5.9pp | 5.13%+1.9pp |
| Employer contribution / active EE | $4,022 | $1,739+131.2% | $2,338+72.0% | $1,974+103.8% |
| Participant deferral / active EE | $5,665 | $2,486+127.9% | $2,931+93.3% | $3,061+85.1% |
| Admin fee / account holder | $91 | $89+1.7% | $4,380-97.9% | $95-4.1% |