Filed June 23, 2014
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $115,613 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $74,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,424 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,534 | $96,400-32.0% | $149,718-56.2% | $177,276-63.0% |
| Participation rate | 94.8% | 88.9%+5.9pp | 87.1%+7.7pp | 74.8%+20.0pp |
| Annual return | 19.38% | 19.02%+0.4pp | 1501.63%-1482.3pp | 21.25%-1.9pp |
| Employer contribution / active EE | $2,527 | $3,680-31.3% | $5,445-53.6% | $2,479+2.0% |
| Participant deferral / active EE | $3,324 | $5,510-39.7% | $6,569-49.4% | $3,881-14.3% |
| Admin fee / account holder | $22 | $69-68.5% | $11,283-99.8% | $154-85.8% |