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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,774 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 10 · EIN 36-4291971 | Accounting | $16,667 |
RUBINBROWN LLP7 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $14,208 |
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 | $93,178 | $76,050+22.5% | $96,544-3.5% | $71,457+30.4% |
| Participation rate | 93.3% | 74.4%+18.9pp | 76.0%+17.3pp | 67.9%+25.3pp |
| Annual return | 15.82% | 22.81%-7.0pp | 25.84%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,408 | $2,244+51.9% | $2,965+14.9% | $2,588+31.7% |
| Participant deferral / active EE | $7,553 | $4,215+79.2% | $4,851+55.7% | $4,289+76.1% |
| Admin fee / account holder | $193 | $2,707-92.9% | $8,252-97.7% | $1,587-87.8% |