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; Distribution (... | $57,406 |
Filed as: GALLAGHER BENEFIT SERVICE INC. Service code 16 · EIN 36-4291971 | Consulting | $24,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,844 | $104,317-15.8% | $159,436-44.9% | $86,799+1.2% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.8%+13.5pp | 72.3%+24.0pp |
| Annual return | 15.16% | 26.32%-11.2pp | 263.57%-248.4pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,362 | $3,451-60.5% | $4,829-71.8% | $2,405-43.4% |
| Participant deferral / active EE | $5,618 | $6,837-17.8% | $7,352-23.6% | $4,131+36.0% |
| Admin fee / account holder | $197 | $172+14.4% | $10,799-98.2% | $170+16.2% |