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 | $104,500 |
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $90,271 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $16,600 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $86,807 | $58,758+47.7% | $70,014+24.0% | $63,975+35.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 71.8%+28.2pp | 71.1%+28.9pp |
| Annual return | 6.60% | 18.05%-11.5pp | 12.99%-6.4pp | 48.65%-42.1pp |
| Employer contribution / active EE | $5,698 | $1,973+188.9% | $2,338+143.7% | $2,182+161.2% |
| Participant deferral / active EE | $4,261 | $2,912+46.3% | $2,931+45.4% | $3,356+26.9% |
| Admin fee / account holder | $86 | $71+20.9% | $4,380-98.0% | $70+21.9% |