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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,227 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,127 | $49,808+70.9% | $95,745-11.1% | $74,419+14.4% |
| Participation rate | 96.0% | 66.6%+29.4pp | 72.3%+23.7pp | 70.7%+25.2pp |
| Annual return | 19.83% | 24.91%-5.1pp | 28.35%-8.5pp | 34.38%-14.6pp |
| Employer contribution / active EE | $4,458 | $1,639+172.0% | $2,835+57.3% | $2,637+69.0% |
| Participant deferral / active EE | $6,822 | $3,739+82.5% | $4,245+60.7% | $4,528+50.7% |
| Admin fee / account holder | $56 | $311-81.9% | $5,678-99.0% | $348-83.8% |