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 | $143,798 |
GALLAGHER FIDUCIARY ADVISORS, LLC11+ years Service code 27 · EIN 36-4291971 | Advisory (Plan) | $40,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $17,420 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,291 | $119,446+4.1% | $150,045-17.2% | $85,563+45.3% |
| Participation rate | 94.8% | 75.4%+19.4pp | 82.3%+12.5pp | 66.0%+28.8pp |
| Annual return | 14.44% | 23.72%-9.3pp | 62.55%-48.1pp | 31.51%-17.1pp |
| Employer contribution / active EE | $2,631 | $4,078-35.5% | $4,693-43.9% | $2,654-0.8% |
| Participant deferral / active EE | $12,865 | $7,985+61.1% | $7,997+60.9% | $4,375+194.0% |
| Admin fee / account holder | $204 | $548-62.7% | $13,435-98.5% | $834-75.5% |