Filed June 5, 2008
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 12 · EIN 13-3689044 | Investment management; Float revenue;... | $39,741 |
Filed as: GALLAGHER BENEFIT SERVICE INC. Service code 16 · EIN 13-3727333 | Consulting | $32,000 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,714 | $88,324-24.5% | $115,037-42.0% | $55,191+20.9% |
| Participation rate | 90.2% | 72.5%+17.7pp | 81.4%+8.8pp | 69.2%+21.0pp |
| Annual return | 0.22% | 6.30%-6.1pp | 26.14%-25.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,955 | $2,805-30.3% | $4,608-57.6% | $1,899+3.0% |
| Participant deferral / active EE | $4,113 | $5,042-18.4% | $6,026-31.8% | $3,046+35.0% |
| Admin fee / account holder | $297 | $105+181.7% | $8,175-96.4% | $91+227.0% |