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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,371 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,110 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,010 | $55,125+83.2% | $109,895-8.1% | $86,799+16.4% |
| Participation rate | 94.5% | 70.1%+24.4pp | 74.2%+20.3pp | 72.3%+22.2pp |
| Annual return | 15.35% | 26.20%-10.8pp | 29.45%-14.1pp | 97.91%-82.6pp |
| Employer contribution / active EE | $3,802 | $1,558+144.0% | $2,842+33.8% | $2,405+58.1% |
| Participant deferral / active EE | $6,017 | $3,337+80.3% | $4,048+48.6% | $4,131+45.7% |
| Admin fee / account holder | $70 | $141-50.3% | $6,066-98.8% | $170-58.6% |