Filed November 25, 1
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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $8,375 |
Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $7,708 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,931 | $47,977-27.2% | $154,107-77.3% | $56,287-37.9% |
| Participation rate | 62.6% | 66.2%-3.6pp | 83.0%-20.5pp | 69.9%-7.3pp |
| Annual return | -2.45% | 3.54%-6.0pp | 735.12%-737.6pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,447 | $2,169-33.3% | $5,298-72.7% | $2,111-31.5% |
| Participant deferral / active EE | $2,387 | $2,392-0.2% | $5,081-53.0% | $3,350-28.8% |
| Admin fee / account holder | -$6 | $438-101.3% | $13,411-100.0% | $521-101.1% |