Filed October 1, 2014
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 Service code 27 · EIN 36-4291971 | Advisory (Plan) | $34,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,621 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,176 | $39,819+13.5% | $67,834-33.4% | $57,658-21.6% |
| Participation rate | 91.5% | 61.2%+30.3pp | 68.8%+22.7pp | 70.2%+21.3pp |
| Annual return | 2.26% | 9.19%-6.9pp | 138.47%-136.2pp | 5.13%-2.9pp |
| Employer contribution / active EE | $454 | $1,277-64.4% | $2,403-81.1% | $1,974-77.0% |
| Participant deferral / active EE | $4,370 | $2,209+97.8% | $3,160+38.3% | $3,061+42.8% |
| Admin fee / account holder | $27 | $84-67.5% | $4,622-99.4% | $95-71.3% |