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 | Recordkeeping fees; Participant loan ... | $51,528 |
Filed as: GALLAGHER BENEFIT SERVICE INC. Service code 16 · EIN 36-4291971 | Consulting | $22,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,017 | $82,202-18.5% | $125,339-46.5% | $64,808+3.4% |
| Participation rate | 94.8% | 77.9%+16.9pp | 82.4%+12.4pp | 71.5%+23.3pp |
| Annual return | -15.77% | 3.48%-19.2pp | 572.05%-587.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,606 | $3,615-55.6% | $4,814-66.6% | $2,506-35.9% |
| Participant deferral / active EE | $5,734 | $7,175-20.1% | $7,446-23.0% | $4,310+33.0% |
| Admin fee / account holder | $169 | $163+3.5% | $10,010-98.3% | $188-10.0% |