Filed May 23, 2003 (most recent of 2 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 16 · EIN 36-4291971 | Consulting | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,674 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,347 | $86,791+19.1% | $115,037-10.2% | $59,188+74.6% |
| Participation rate | 81.8% | 72.8%+9.0pp | 81.4%+0.4pp | 69.4%+12.4pp |
| Annual return | 2.49% | 4.44%-2.0pp | 26.14%-23.7pp | 5.51%-3.0pp |
| Employer contribution / active EE | $1,923 | $2,950-34.8% | $4,608-58.3% | $2,098-8.4% |
| Participant deferral / active EE | $8,381 | $5,298+58.2% | $6,026+39.1% | $3,265+156.7% |
| Admin fee / account holder | $15 | $95-84.3% | $8,175-99.8% | $92-83.8% |