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 | $96,233 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 28 · EIN 03-6429171 | Investment Management | $23,419 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 28 2 WESTCHESTER PARK DRIVE · WHITE PLAINS, NY 10604 | Investment Management | $5,855 |
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 | $50,658 | $62,928-19.5% | $172,739-70.7% | $67,579-25.0% |
| Participation rate | 78.5% | 64.5%+14.0pp | 82.6%-4.2pp | 71.3%+7.2pp |
| Annual return | 18.04% | 30.36%-12.3pp | 802.84%-784.8pp | 378.56%-360.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,462 | $2,145+61.4% | $5,198-33.4% | $3,539-2.2% |
| Admin fee / account holder | $3 | $167-98.4% | $13,954-100.0% | $142-98.2% |