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 | Shareholder servicing fees; Recordkee... | $57,089 |
Filed as: GALLAGHER BENEFIT SERVICE INC. Service code 16 · EIN 36-4291971 | Consulting | $18,000 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $75,969 | $88,122-13.8% | $141,162-46.2% | $67,579+12.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 26.05% | 75.40%-49.4pp | 71.39%-45.3pp | 378.56%-352.5pp |
| Employer contribution / active EE | $1,509 | $3,224-53.2% | $4,735-68.1% | $2,148-29.7% |
| Participant deferral / active EE | $4,965 | $5,958-16.7% | $6,709-26.0% | $3,539+40.3% |
| Admin fee / account holder | $180 | $131+37.2% | $10,261-98.2% | $142+26.3% |