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 | Account maintenance fees; Float reven... | $53,594 |
Filed as: GALLAGHER BENEFIT SERVICE INC. Service code 16 · EIN 13-3727333 | Consulting | $24,000 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $61,827 | $75,388-18.0% | $123,544-50.0% | $55,725+11.0% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.3%+13.1pp | 70.9%+24.6pp |
| Annual return | -5.04% | 4.48%-9.5pp | 119.20%-124.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,247 | $3,063-59.3% | $4,628-73.0% | $2,078-40.0% |
| Participant deferral / active EE | $4,619 | $5,651-18.3% | $6,426-28.1% | $3,356+37.6% |
| Admin fee / account holder | $189 | $120+58.0% | $9,284-98.0% | $115+64.3% |