Filed August 30, 2006
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: ARTHUR J. GALLAGHER & CO. Service code 16 · EIN 36-4291971 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,832 | $38,058+28.3% | $169,463-71.2% | $75,289-35.1% |
| Participation rate | 21.8% | 65.1%-43.4pp | 77.8%-56.0pp | 72.4%-50.7pp |
| Annual return | -4.43% | -2.88%-1.6pp | 1.83%-6.3pp | -0.04%-4.4pp |
| Employer contribution / active EE | $863 | $1,478-41.6% | $4,159-79.2% | $2,405-64.1% |
| Participant deferral / active EE | $1,090 | $3,201-65.9% | $5,277-79.3% | $3,739-70.8% |
| Admin fee / account holder | $33 | $85-61.5% | $9,109-99.6% | $102-67.9% |