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: GALLAGHERFIDUCIARYADVISORSLLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,115 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,166 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,496 | $60,323-22.9% | $81,812-43.2% | $74,495-37.6% |
| Participation rate | 64.2% | 62.9%+1.4pp | 72.3%-8.1pp | 67.2%-3.0pp |
| Annual return | 17.50% | 16.90%+0.6pp | 773.79%-756.3pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,265 | $3,387+55.4% | $4,319+21.9% | $4,346+21.1% |
| Admin fee / account holder | $46 | $1,486-96.9% | $7,386-99.4% | $1,942-97.6% |