Filed January 10, 1997 (most recent of 3 filings on file)
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 FIDUCIARY ADVISORS LLC Service code 27 · EIN 22-3734996 | Advisory (Plan) | $32,240 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,207 | $102,872-15.2% | $136,749-36.2% | $102,872-15.2% |
| Participation rate | 67.6% | 73.0%-5.4pp | 72.1%-4.5pp | 73.0%-5.4pp |
| Annual return | 15.81% | 19.06%-3.2pp | 24.33%-8.5pp | 19.06%-3.2pp |
| Employer contribution / active EE | $2,644 | $3,526-25.0% | $3,400-22.2% | $3,526-25.0% |
| Participant deferral / active EE | $3,190 | $5,535-42.4% | $4,692-32.0% | $5,535-42.4% |
| Admin fee / account holder | $53 | $292-81.9% | $11,386-99.5% | $292-81.9% |