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 | $30,000 |
BKD, LLP1 year Service code 50 · EIN 44-0160260 | Direct Payment | $10,550 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | Investment Management | $7,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,760 |
Annual investment return 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 | $95,501 | $94,833+0.7% | $75,696+26.2% | $86,799+10.0% |
| Participation rate | 78.4% | 79.1%-0.7pp | 74.8%+3.6pp | 72.3%+6.1pp |
| Annual return | 12.04% | 16.91%-4.9pp | 104.53%-92.5pp | 97.91%-85.9pp |
| Employer contribution / active EE | $2,851 | $2,904-1.8% | $2,743+4.0% | $2,405+18.5% |
| Participant deferral / active EE | $3,739 | $3,632+3.0% | $3,821-2.1% | $4,131-9.5% |
| Admin fee / account holder | $35 | $109-67.5% | $3,619-99.0% | $170-79.2% |