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 | $52,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$131,848 |
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 | $121,010 | $88,874+36.2% | $123,544-2.1% | $75,289+60.7% |
| Participation rate | 74.4% | 75.9%-1.5pp | 82.3%-7.9pp | 72.4%+2.0pp |
| Annual return | -2.95% | 4.22%-7.2pp | 119.20%-122.1pp | -0.04%-2.9pp |
| Employer contribution / active EE | $2,079 | $3,256-36.2% | $4,628-55.1% | $2,405-13.6% |
| Participant deferral / active EE | $8,426 | $6,174+36.5% | $6,426+31.1% | $3,739+125.4% |
| Admin fee / account holder | $24 | $95-74.4% | $9,284-99.7% | $102-76.4% |