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 22 · EIN 36-4291971 | Insurance Broker | $10,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,600 |
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 | $85,958 | $84,948+1.2% | $70,449+22.0% | $73,409+17.1% |
| Participation rate | 79.6% | 79.9%-0.4pp | 75.1%+4.5pp | 72.2%+7.4pp |
| Annual return | 12.39% | 13.39%-1.0pp | 109.03%-96.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $2,635 | $2,834-7.0% | $2,737-3.7% | $2,234+18.0% |
| Participant deferral / active EE | $3,389 | $3,3870% | $3,709-8.6% | $3,805-11.0% |
| Admin fee / account holder | $10 | $98-90.2% | $3,845-99.8% | $158-93.9% |