Filed January 6, 2012
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 BENEFIT SERVICES Service code 27 · EIN 32-4291971 | Advisory (Plan) | $11,644 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $2,295 |
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 | $72,226 | $132,049-45.3% | $200,582-64.0% | $74,304-2.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 17.88% | 22.22%-4.3pp | 42.33%-24.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $3,581 | $4,558-21.4% | $6,419-44.2% | $2,241+59.8% |
| Participant deferral / active EE | $3,850 | $7,213-46.6% | $9,331-58.7% | $3,767+2.2% |
| Admin fee / account holder | $59 | $2,405-97.6% | $16,305-99.6% | $2,969-98.0% |