Filed March 20, 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 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $76,826 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 26-0516431 | Advisory (Plan) | $11,153 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,882 | $215,321-52.7% | $143,757-29.1% | - |
| Participation rate | 100.0% | 60.1%+39.9pp | 80.3%+19.7pp | - |
| Annual return | -17.63% | -15.45%-2.2pp | -0.04%-17.6pp | - |
| Employer contribution / active EE | $2,984 | $1,875+59.1% | $4,951-39.7% | - |
| Participant deferral / active EE | $5,694 | $2,485+129.2% | $5,637+1.0% | - |
| Admin fee / account holder | $468 | $36,394-98.7% | $14,673-96.8% | - |