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 | Account maintenance fees; Claims proc... | $171,991 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $104,425 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $11,750 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $97,147 | $65,708+47.8% | $76,817+26.5% | $77,787+24.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 72.1%+27.9pp | 73.2%+26.8pp |
| Annual return | 20.36% | 49.86%-29.5pp | 1166.11%-1145.7pp | 32.57%-12.2pp |
| Employer contribution / active EE | $3,879 | $2,167+79.0% | $2,302+68.5% | $2,504+54.9% |
| Participant deferral / active EE | $4,546 | $3,254+39.7% | $3,336+36.3% | $3,967+14.6% |
| Admin fee / account holder | $97 | $91+7.3% | $6,420-98.5% | $100-2.6% |