Filed April 15, 2004 (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 15 · EIN 35-0145825 | Recordkeeping | $36,702 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 26 · EIN 26-0516431 | Advisory (Participants) | $29,005 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $27,538 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,663 | $50,127-30.8% | $149,673-76.8% | $80,160-56.8% |
| Participation rate | 75.1% | 64.3%+10.8pp | 78.8%-3.7pp | 72.9%+2.2pp |
| Annual return | 18.59% | 29.82%-11.2pp | 134.42%-115.8pp | 40.38%-21.8pp |
| Employer contribution / active EE | $1,670 | $1,865-10.5% | $4,818-65.3% | $2,978-43.9% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $50 | $153-67.0% | $13,210-99.6% | $145-65.2% |