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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $157,769 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $99,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,638 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,084 | $104,281-41.4% | $140,016-56.4% | $68,904-11.3% |
| Participation rate | 94.2% | 89.1%+5.1pp | 87.5%+6.7pp | 74.1%+20.1pp |
| Annual return | -4.39% | -1.33%-3.1pp | 651.12%-655.5pp | 1.07%-5.5pp |
| Employer contribution / active EE | $2,780 | $4,070-31.7% | $5,606-50.4% | $2,540+9.4% |
| Participant deferral / active EE | $3,609 | $6,129-41.1% | $6,927-47.9% | $4,015-10.1% |
| Admin fee / account holder | $31 | $79-60.5% | $10,705-99.7% | $71-56.4% |