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 |
|---|---|---|
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $10,649 |
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $8,735 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 34-4291971 | Consulting | $4,115 |
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 |
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 | $34,564 | $53,925-35.9% | $75,670-54.3% | $69,631-50.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 18.45% | 17.84%+0.6pp | 27.34%-8.9pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $910 | $1,802-49.5% | $2,352-61.3% | $2,032-55.2% |
| Participant deferral / active EE | $1,691 | $2,569-34.2% | $3,142-46.2% | $3,224-47.5% |
| Admin fee / account holder | $60 | $97-38.4% | $5,800-99.0% | $110-45.9% |