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 |
|---|---|---|
Filed as: GALLAGHER, FLYNN & COMPANY Service code 10 55 COMMUNITY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $14,000 |
PARK AVENUE SECURITIES LLC4 years Service code 55 197 SCOTT SWAMP RD · FARMINGTON, CT 06032 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,896 | $70,908-50.8% | $98,907-64.7% | $73,488-52.5% |
| Participation rate | 43.8% | 73.8%-30.0pp | 76.0%-32.3pp | 70.7%-26.9pp |
| Annual return | -3.24% | 34.17%-37.4pp | 196.43%-199.7pp | 28.51%-31.8pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $833 | $3,500-76.2% | $4,244-80.4% | $3,740-77.7% |
| Admin fee / account holder | $155 | $535-71.0% | $6,642-97.7% | $513-69.8% |