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: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,168 | $42,504-0.8% | $159,960-73.6% | $77,904-45.9% |
| Participation rate | 38.5% | 66.9%-28.4pp | 78.0%-39.5pp | 73.7%-35.2pp |
| Annual return | -12.05% | -12.43%+0.4pp | 408.60%-420.7pp | 12.21%-24.3pp |
| Employer contribution / active EE | $1,088 | $1,684-35.4% | $4,226-74.2% | $2,848-61.8% |
| Participant deferral / active EE | $2,299 | $3,919-41.3% | $6,182-62.8% | $4,806-52.2% |
| Admin fee / account holder | $19 | $98-80.7% | $8,698-99.8% | $133-85.8% |