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 | -$87,059 |
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 | $107,223 | $85,635+25.2% | $123,892-13.5% | $63,975+67.6% |
| Participation rate | 81.2% | 74.9%+6.2pp | 81.4%-0.2pp | 71.1%+10.0pp |
| Annual return | 8.30% | 15.74%-7.4pp | 47.52%-39.2pp | 48.65%-40.4pp |
| Employer contribution / active EE | $1,958 | $3,076-36.4% | $4,617-57.6% | $2,182-10.3% |
| Participant deferral / active EE | $8,292 | $5,667+46.3% | $5,984+38.6% | $3,356+147.1% |
| Admin fee / account holder | $34 | $75-54.7% | $8,357-99.6% | $70-51.8% |