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 FIDUCIARY ADVISORS LLC Service code 10 · EIN 36-4291971 | Accounting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,397 |
RUBINBROWN LLP8 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $11,200 |
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 | $102,681 | $79,171+29.7% | $102,423+0.3% | $74,495+37.8% |
| Participation rate | 87.9% | 74.8%+13.1pp | 76.5%+11.4pp | 67.2%+20.7pp |
| Annual return | 12.71% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,857 | $2,362+20.9% | $3,023-5.5% | $2,623+8.9% |
| Participant deferral / active EE | $7,102 | $4,415+60.9% | $5,053+40.6% | $4,346+63.4% |
| Admin fee / account holder | $215 | $2,001-89.3% | $9,451-97.7% | $1,942-89.0% |