Filed August 30, 2013 (most recent of 3 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 BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $9,295 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,817 | $70,083+5.3% | $59,878+23.3% | $55,725+32.5% |
| Participation rate | 84.3% | 78.4%+6.0pp | 74.7%+9.6pp | 70.9%+13.5pp |
| Annual return | -1.72% | 3.13%-4.8pp | 3.46%-5.2pp | 244.93%-246.7pp |
| Employer contribution / active EE | $1,684 | $2,878-41.5% | $2,722-38.1% | $2,078-19.0% |
| Participant deferral / active EE | $3,196 | $3,079+3.8% | $3,402-6.1% | $3,356-4.8% |
| Admin fee / account holder | $155 | $70+120.1% | $3,590-95.7% | $115+34.4% |