Filed January 23, 2015
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 | $26,722 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 26 · EIN 36-4291971 | Advisory (Participants) | $12,543 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,084 | $46,292-76.1% | $143,757-92.3% | $64,808-82.9% |
| Participation rate | 94.9% | 64.2%+30.7pp | 80.3%+14.6pp | 71.5%+23.4pp |
| Annual return | -17.73% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $994 | $1,910-47.9% | $4,951-79.9% | $2,506-60.3% |
| Participant deferral / active EE | $1,606 | $2,646-39.3% | $5,637-71.5% | $4,310-62.7% |
| Admin fee / account holder | $32 | $154-79.1% | $14,673-99.8% | $188-82.9% |