Filed March 10, 2015
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 | $146,349 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $45,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,065 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,994 | $113,293-70.0% | $67,511-49.6% | $199,768-83.0% |
| Participation rate | 88.3% | 73.3%+15.0pp | 72.9%+15.4pp | 72.0%+16.3pp |
| Annual return | 13.45% | 15.88%-2.4pp | 3517.41%-3504.0pp | 34.26%-20.8pp |
| Employer contribution / active EE | $998 | $3,401-70.6% | $2,733-63.5% | $3,037-67.1% |
| Participant deferral / active EE | $3,026 | $4,159-27.2% | $4,000-24.4% | $5,090-40.5% |
| Admin fee / account holder | $112 | $103+8.9% | $3,999-97.2% | $269-58.5% |