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 | Finders' fees / placement fees; Sales... | $211,485 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $104,351 |
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $11,375 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,235 | $72,066+44.6% | $81,930+27.2% | $90,288+15.4% |
| Participation rate | 94.7% | 78.9%+15.8pp | 72.0%+22.7pp | 73.4%+21.4pp |
| Annual return | 14.88% | 15.92%-1.0pp | 29.49%-14.6pp | 53.97%-39.1pp |
| Employer contribution / active EE | $4,050 | $2,335+73.5% | $4,310-6.0% | $2,524+60.5% |
| Participant deferral / active EE | $4,592 | $3,557+29.1% | $7,107-35.4% | $4,232+8.5% |
| Admin fee / account holder | $109 | $92+18.0% | $5,158-97.9% | $114-4.3% |