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 | $65,000 |
MOSS ADAMS LLP2 years Service code 16 · EIN 91-0189318 | Consulting | $10,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,509 |
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 | $71,640 | $118,337-39.5% | $189,513-62.2% | $93,030-23.0% |
| Participation rate | 99.8% | 89.1%+10.8pp | 87.8%+12.0pp | 73.9%+25.9pp |
| Annual return | 18.35% | 21.77%-3.4pp | 555.15%-536.8pp | 158.70%-140.3pp |
| Employer contribution / active EE | $3,930 | $4,204-6.5% | $6,162-36.2% | $2,706+45.2% |
| Participant deferral / active EE | $4,721 | $7,123-33.7% | $8,221-42.6% | $4,562+3.5% |
| Admin fee / account holder | $27 | $100-73.1% | $12,045-99.8% | $152-82.3% |