Filed August 5, 2006
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, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $28,913 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,996 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $175,692 | $44,873+291.5% | $79,464+121.1% | $56,287+212.1% |
| Participation rate | 98.5% | 68.7%+29.8pp | 73.3%+25.2pp | 69.9%+28.7pp |
| Annual return | 9.31% | 0.81%+8.5pp | 718.14%-708.8pp | -9.96%+19.3pp |
| Employer contribution / active EE | $15,244 | $2,140+612.4% | $2,800+444.4% | $2,111+622.1% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $192 | $418-54.1% | $5,113-96.2% | $521-63.1% |