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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,251 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,972 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,559 | $51,447+89.6% | $104,607-6.7% | $73,409+32.9% |
| Participation rate | 92.8% | 68.2%+24.6pp | 74.1%+18.7pp | 72.2%+20.7pp |
| Annual return | 21.02% | 25.06%-4.0pp | 340.46%-319.4pp | 59.29%-38.3pp |
| Employer contribution / active EE | $3,755 | $1,441+160.6% | $2,681+40.1% | $2,234+68.1% |
| Participant deferral / active EE | $5,833 | $3,058+90.8% | $3,740+56.0% | $3,805+53.3% |
| Admin fee / account holder | $50 | $122-58.6% | $6,473-99.2% | $158-68.1% |