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) | $48,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,251 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,418 |
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 | $85,303 | $44,734+90.7% | $99,443-14.2% | $67,579+26.2% |
| Participation rate | 90.4% | 66.2%+24.2pp | 73.8%+16.6pp | 71.3%+19.1pp |
| Annual return | 24.37% | 32.45%-8.1pp | 30.72%-6.4pp | 378.56%-354.2pp |
| Employer contribution / active EE | $3,509 | $1,261+178.3% | $2,540+38.2% | $2,148+63.4% |
| Participant deferral / active EE | $5,336 | $2,731+95.4% | $3,619+47.5% | $3,539+50.8% |
| Admin fee / account holder | $113 | $120-5.8% | $6,250-98.2% | $142-20.8% |