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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $129,950 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 34-4291971 | Consulting | $104,510 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $5,800 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $95,883 | $123,286-22.2% | $75,670+26.7% | $77,958+23.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.3%+27.7pp | 71.6%+28.4pp |
| Annual return | 17.98% | 20.45%-2.5pp | 27.34%-9.4pp | 20.87%-2.9pp |
| Employer contribution / active EE | $4,436 | $2,035+118.0% | $2,352+88.6% | $2,310+92.0% |
| Participant deferral / active EE | $4,415 | $3,095+42.6% | $3,142+40.5% | $3,537+24.9% |
| Admin fee / account holder | $91 | $144-36.8% | $5,800-98.4% | $97-6.4% |