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, INC Service code 17 TWO PIERCE PLACE 14TH FLOOR · ITASCA, IL 60143 | Pension Consulting | $45,000 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $6,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,375 |
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 | $124,114 | $53,925+130.2% | $75,670+64.0% | $69,631+78.2% |
| Participation rate | 96.7% | 71.2%+25.5pp | 72.3%+24.4pp | 70.7%+26.0pp |
| Annual return | 17.85% | 17.84%0pp | 27.34%-9.5pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $4,842 | $1,802+168.7% | $2,352+105.9% | $2,032+138.3% |
| Participant deferral / active EE | $6,274 | $2,569+144.2% | $3,142+99.7% | $3,224+94.6% |
| Admin fee / account holder | $113 | $97+16.4% | $5,800-98.1% | $110+2.4% |