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 | $87,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$115,798 |
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 | $131,103 | $96,458+35.9% | $136,294-3.8% | $77,958+68.2% |
| Participation rate | 83.0% | 75.4%+7.6pp | 81.9%+1.1pp | 71.6%+11.4pp |
| Annual return | 24.60% | 23.78%+0.8pp | 5155.94%-5131.3pp | 20.87%+3.7pp |
| Employer contribution / active EE | $2,370 | $3,144-24.6% | $4,695-49.5% | $2,310+2.6% |
| Participant deferral / active EE | $9,276 | $5,902+57.2% | $6,247+48.5% | $3,537+162.3% |
| Admin fee / account holder | $41 | $80-48.7% | $9,243-99.6% | $97-57.6% |