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 | $105,000 |
AMERICAN FUNDS1 year Filed as: OPUS PRIVATE CLIENT, LLC Service code 27 · EIN 13-4023176 | Advisory (Plan) | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$168,097 |
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 | $188,747 | $127,481+48.1% | $149,696+26.1% | $90,288+109.1% |
| Participation rate | 74.4% | 78.2%-3.8pp | 82.5%-8.0pp | 73.4%+1.1pp |
| Annual return | 25.35% | 57.78%-32.4pp | 276.60%-251.3pp | 53.97%-28.6pp |
| Employer contribution / active EE | $2,475 | $3,448-28.2% | $4,644-46.7% | $2,524-1.9% |
| Participant deferral / active EE | $9,637 | $6,975+38.2% | $6,842+40.9% | $4,232+127.7% |
| Admin fee / account holder | $39 | $152-74.5% | $9,309-99.6% | $114-66.2% |