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 | Shareholder servicing fees; Investmen... | $145,806 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $104,423 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $10,750 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $84,895 | $77,559+9.5% | $68,793+23.4% | $75,289+12.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.2%+27.8pp | 72.4%+27.6pp |
| Annual return | -2.92% | -1.01%-1.9pp | -4.63%+1.7pp | -0.04%-2.9pp |
| Employer contribution / active EE | $2,661 | $1,993+33.5% | $2,625+1.4% | $2,405+10.6% |
| Participant deferral / active EE | $4,386 | $3,128+40.2% | $3,311+32.5% | $3,739+17.3% |
| Admin fee / account holder | $92 | $90+2.1% | $5,131-98.2% | $102-9.8% |