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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,552 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $39,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,980 |
Annual investment return 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 | $70,253 | $45,959+52.9% | $91,220-23.0% | $77,904-9.8% |
| Participation rate | 95.1% | 66.3%+28.8pp | 73.2%+21.9pp | 73.7%+21.4pp |
| Annual return | -17.91% | -5.32%-12.6pp | 114.01%-131.9pp | 12.21%-30.1pp |
| Employer contribution / active EE | $3,822 | $1,451+163.4% | $2,850+34.1% | $2,848+34.2% |
| Participant deferral / active EE | $5,930 | $3,283+80.6% | $4,234+40.1% | $4,806+23.4% |
| Admin fee / account holder | $57 | $99-41.8% | $5,420-98.9% | $133-56.6% |