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 15 · EIN 35-0145825 | Recordkeeping | $50,207 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 28 · EIN 03-6429171 | Investment Management | $0 |
Employer 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 | $48,730 | $46,173+5.5% | $170,442-71.4% | $69,631-30.0% |
| Participation rate | 72.6% | 63.9%+8.7pp | 83.6%-11.0pp | 70.7%+1.9pp |
| Annual return | 14.81% | 21.62%-6.8pp | 205.93%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,212 | $2,080+54.4% | $4,939-35.0% | $3,224-0.3% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |