Filed October 24, 2007
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 16 2850 WEST GOLF ROAD · ROLLING MEADOWS, IL 60008 | Consulting | $81,000 |
MOSS ADAMS LLP1 year Service code 16 · EIN 91-0189318 | Consulting | $23,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,831 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,306 | $110,699-48.2% | $177,821-67.8% | $90,288-36.5% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 22.07% | 22.79%-0.7pp | 48.32%-26.2pp | 53.97%-31.9pp |
| Employer contribution / active EE | $3,618 | $4,118-12.2% | $5,918-38.9% | $2,524+43.3% |
| Participant deferral / active EE | $3,845 | $6,731-42.9% | $7,714-50.2% | $4,232-9.1% |
| Admin fee / account holder | $32 | $90-64.6% | $12,427-99.7% | $114-72.1% |