Filed May 15, 2013 (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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $46,665 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 28 · EIN 03-6429171 | Investment Management | $23,669 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 28 2 WESTCHESTER PARK DRIVE · WHITE PLAINS, NY 10604 | Investment Management | $5,917 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,649 | $62,928-11.6% | $172,739-67.8% | $67,579-17.7% |
| Participation rate | 78.7% | 64.5%+14.2pp | 82.6%-4.0pp | 71.3%+7.4pp |
| Annual return | 26.56% | 30.36%-3.8pp | 802.84%-776.3pp | 378.56%-352.0pp |
| Employer contribution / active EE | $2,691 | $1,636+64.4% | $5,143-47.7% | $2,148+25.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-99.8% | $13,954-100.0% | $142-99.8% |