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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $31,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,368 | $41,078+81.0% | $80,569-7.7% | $71,457+4.1% |
| Participation rate | 95.3% | 50.2%+45.0pp | 67.0%+28.3pp | 67.9%+27.3pp |
| Annual return | 19.76% | 38.45%-18.7pp | 935.43%-915.7pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,582 | $1,506+71.5% | $2,723-5.2% | $2,588-0.2% |
| Participant deferral / active EE | $7,703 | $2,699+185.4% | $4,447+73.2% | $4,289+79.6% |
| Admin fee / account holder | $210 | $1,840-88.6% | $5,377-96.1% | $1,587-86.8% |