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 | $63,757 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 28 · EIN 03-6429171 | Investment Management | $23,357 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 28 2 WESTCHESTER PARK DRIVE · WHITE PLAINS, NY 10604 | Investment Management | $5,839 |
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 | $61,937 | $52,293+18.4% | $178,490-65.3% | $73,409-15.6% |
| Participation rate | 76.3% | 65.3%+11.0pp | 81.9%-5.6pp | 72.2%+4.2pp |
| Annual return | 14.09% | 34.75%-20.7pp | 151.07%-137.0pp | 59.29%-45.2pp |
| Employer contribution / active EE | $2,397 | $1,735+38.1% | $5,011-52.2% | $2,234+7.3% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-99.8% | $13,984-100.0% | $158-99.8% |