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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $48,055 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 22 · EIN 36-4291971 | Insurance Broker | $25,000 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,825 | $91,762+0.1% | $67,502+36.0% | $77,643+18.3% |
| Participation rate | 92.2% | 75.9%+16.3pp | 72.9%+19.3pp | 70.6%+21.6pp |
| Annual return | 13.84% | 14.87%-1.0pp | 3512.12%-3498.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,226 | $3,181+1.4% | $2,731+18.1% | $2,726+18.3% |
| Participant deferral / active EE | $4,145 | $3,903+6.2% | $4,000+3.6% | $4,647-10.8% |
| Admin fee / account holder | $160 | $176-8.8% | $3,998-96.0% | $430-62.7% |