Filed October 11, 2014
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 52 · EIN 04-1590850 | Indirect Investment Fees | $30,041 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $30,000 |
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 | $171,965 | $60,165+185.8% | $74,183+131.8% | $55,167+211.7% |
| Participation rate | 99.2% | 74.2%+25.0pp | 76.6%+22.6pp | 69.0%+30.2pp |
| Annual return | 6.03% | 10.00%-4.0pp | 17.74%-11.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $5,225 | $1,600+226.6% | $2,370+120.5% | $1,963+166.2% |
| Participant deferral / active EE | $6,777 | $2,973+128.0% | $3,550+90.9% | $3,054+121.9% |
| Admin fee / account holder | $215 | $419-48.8% | $5,586-96.2% | $504-57.4% |