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 | $25,000 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $12,100 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,903 | $83,884+2.4% | $64,056+34.1% | $74,419+15.4% |
| Participation rate | 93.9% | 76.6%+17.3pp | 72.3%+21.6pp | 70.7%+23.2pp |
| Annual return | 14.68% | 16.57%-1.9pp | 33.69%-19.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $3,280 | $3,084+6.4% | $2,747+19.4% | $2,637+24.4% |
| Participant deferral / active EE | $4,223 | $3,692+14.4% | $3,880+8.8% | $4,528-6.7% |
| Admin fee / account holder | $160 | $196-18.5% | $3,068-94.8% | $348-54.1% |