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 | $65,921 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 28 · EIN 03-6429171 | Investment Management | $23,458 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 28 2 WESTCHESTER PARK DRIVE · WHITE PLAINS, NY 10604 | Investment Management | $5,864 |
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 | $59,857 | $52,293+14.5% | $178,490-66.5% | $73,409-18.5% |
| Participation rate | 81.2% | 65.3%+15.8pp | 81.9%-0.8pp | 72.2%+9.0pp |
| Annual return | 13.34% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,136 | $2,332+77.3% | $5,202-20.5% | $3,805+8.7% |
| Admin fee / account holder | $3 | $127-97.8% | $13,984-100.0% | $158-98.2% |