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 | Sales loads (front end and deferred);... | $7,066 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $6,050 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $33,106 | $48,277-31.4% | $63,517-47.9% | $55,191-40.0% |
| Participation rate | 87.8% | 69.4%+18.4pp | 71.0%+16.7pp | 69.2%+18.6pp |
| Annual return | 1.13% | 2.37%-1.2pp | -70.30%+71.4pp | 10.78%-9.6pp |
| Employer contribution / active EE | $681 | $1,592-57.2% | $2,322-70.7% | $1,899-64.1% |
| Participant deferral / active EE | $1,444 | $2,432-40.6% | $2,953-51.1% | $3,046-52.6% |
| Admin fee / account holder | $39 | $86-55.0% | $5,892-99.3% | $91-57.4% |