Filed May 10, 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) | $40,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,024 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,914 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,972 | $37,591+91.5% | $90,645-20.6% | $55,725+29.2% |
| Participation rate | 91.4% | 66.4%+25.1pp | 74.0%+17.4pp | 70.9%+20.6pp |
| Annual return | -4.61% | -3.20%-1.4pp | 1.88%-6.5pp | 244.93%-249.5pp |
| Employer contribution / active EE | $3,305 | $1,302+153.9% | $2,532+30.5% | $2,078+59.0% |
| Participant deferral / active EE | $5,000 | $2,643+89.2% | $3,425+46.0% | $3,356+49.0% |
| Admin fee / account holder | $58 | $100-42.0% | $4,994-98.8% | $115-49.6% |