Filed September 16, 2008 (most recent of 2 filings on file)
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 · EIN 34-4291971 | Consulting | $103,950 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $79,607 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,400 | $54,890+59.2% | $63,517+37.6% | $59,188+47.7% |
| Participation rate | 89.5% | 75.6%+13.9pp | 71.0%+18.5pp | 69.4%+20.1pp |
| Annual return | 1.09% | 4.56%-3.5pp | -70.30%+71.4pp | 5.51%-4.4pp |
| Employer contribution / active EE | $3,553 | $1,831+94.1% | $2,322+53.0% | $2,098+69.4% |
| Participant deferral / active EE | $3,823 | $2,803+36.4% | $2,953+29.5% | $3,265+17.1% |
| Admin fee / account holder | $81 | $66+21.9% | $5,892-98.6% | $92-12.5% |