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 · EIN 36-4291971 | Pension Consulting | $33,750 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0764316 | Accounting | $11,097 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 17 · EIN 35-2552359 | Pension Consulting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,808 |
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 | $115,455 | $48,261+139.2% | $68,793+67.8% | $55,725+107.2% |
| Participation rate | 98.6% | 71.0%+27.5pp | 72.2%+26.4pp | 70.9%+27.7pp |
| Annual return | -4.69% | -2.61%-2.1pp | -4.63%-0.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $4,770 | $1,742+173.8% | $2,625+81.7% | $2,078+129.5% |
| Participant deferral / active EE | $6,830 | $2,712+151.9% | $3,311+106.3% | $3,356+103.5% |
| Admin fee / account holder | $81 | $126-35.8% | $5,131-98.4% | $115-29.7% |