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; Finders' ... | $63,917 |
Filed as: GALLAGHER BENEFIT SERVICE INC. Service code 16 · EIN 36-4291971 | Consulting | $30,000 |
NATIONAL FINANCIAL SERVICES6+ 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 | $82,606 | $100,801-18.1% | $149,696-44.8% | $73,409+12.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 15.55% | 265.34%-249.8pp | 276.60%-261.0pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,519 | $3,312-54.1% | $4,644-67.3% | $2,234-32.0% |
| Participant deferral / active EE | $5,800 | $6,404-9.4% | $6,842-15.2% | $3,805+52.4% |
| Admin fee / account holder | $226 | $181+25.2% | $9,309-97.6% | $158+43.3% |