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) | $5,171 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,405 | $63,745-9.9% | $98,442-41.7% | $79,386-27.7% |
| Participation rate | 55.6% | 69.9%-14.2pp | 73.3%-17.7pp | 70.7%-15.1pp |
| Annual return | 15.53% | 625.80%-610.3pp | 1492.73%-1477.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,424 | $3,303+33.9% | $4,276+3.5% | $4,046+9.4% |
| Admin fee / account holder | $83 | $516-83.9% | $5,949-98.6% | $626-86.7% |