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 | $12,750 |
Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $5,188 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,286 |
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 | $42,741 | $52,953-19.3% | $172,739-75.3% | $65,185-34.4% |
| Participation rate | 63.0% | 66.2%-3.2pp | 82.6%-19.7pp | 70.2%-7.2pp |
| Annual return | 22.61% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,666 | $2,190-23.9% | $5,143-67.6% | $2,177-23.5% |
| Participant deferral / active EE | $2,598 | $2,471+5.1% | $5,198-50.0% | $3,514-26.1% |
| Admin fee / account holder | $42 | $472-91.2% | $13,954-99.7% | $847-95.1% |