Filed December 6, 1995
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 37 · EIN 04-2647786 | Loan Processing | $258,322 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145,905 |
AGILIS PARTNERS LLC1 year Service code 27 · EIN 04-3513306 | Advisory (Plan) | $64,570 |
WARRENTAVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $41,000 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,683 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,212 | $103,641+1.5% | $107,525-2.2% | $102,872+2.3% |
| Participation rate | 98.8% | 79.4%+19.4pp | 75.1%+23.7pp | 73.0%+25.7pp |
| Annual return | 19.27% | 13.08%+6.2pp | 181.32%-162.0pp | 19.06%+0.2pp |
| Employer contribution / active EE | $5,219 | $5,096+2.4% | $3,754+39.1% | $3,526+48.0% |
| Participant deferral / active EE | $10,272 | $3,789+171.1% | $5,116+100.8% | $5,535+85.6% |
| Admin fee / account holder | $128 | $276-53.8% | $8,919-98.6% | $292-56.3% |