Filed April 29, 2008 (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 04-2647786 | Loan Processing | $32,621 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,778 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,307 | $37,393+106.7% | $77,024+0.4% | $66,914+15.5% |
| Participation rate | 96.3% | 52.9%+43.5pp | 67.9%+28.4pp | 69.8%+26.5pp |
| Annual return | -15.29% | -3.29%-12.0pp | 42.32%-57.6pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,720 | $1,531+12.3% | $2,812-38.9% | $2,544-32.4% |
| Participant deferral / active EE | $7,717 | $2,617+194.9% | $4,426+74.4% | $4,237+82.2% |
| Admin fee / account holder | $253 | $567-55.4% | $5,425-95.3% | $593-57.4% |