Filed July 15, 2010
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 13 · EIN 42-0127290 | Contract Administrator | $146,896 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 27 · EIN 36-4291971 | Advisory (Plan) | $40,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $16,900 |
PBMARES, LLP1 year Filed as: PBMARES Service code 10 · EIN 54-0737372 | Accounting | $5,597 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,778 | $106,110-4.1% | $147,005-30.8% | $77,671+31.0% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 15.58% | 56.77%-41.2pp | 418.76%-403.2pp | 31.21%-15.6pp |
| Employer contribution / active EE | $2,098 | $4,065-48.4% | $4,934-57.5% | $2,726-23.1% |
| Participant deferral / active EE | $9,873 | $7,992+23.5% | $8,070+22.4% | $4,648+112.4% |
| Admin fee / account holder | $178 | $338-47.4% | $13,006-98.6% | $430-58.8% |