See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $544,302 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 35-2552359 | Consulting | $17,500 |
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 | $67,136 | $41,617+61.3% | $84,611-20.7% | $77,787-13.7% |
| Participation rate | 90.6% | 45.0%+45.5pp | 68.2%+22.3pp | 73.2%+17.3pp |
| Annual return | 25.90% | 24.97%+0.9pp | 258.74%-232.8pp | 32.57%-6.7pp |
| Employer contribution / active EE | $2,999 | $1,061+182.7% | $2,652+13.1% | $2,504+19.8% |
| Participant deferral / active EE | $9,831 | $2,129+361.8% | $3,899+152.1% | $3,967+147.8% |
| Admin fee / account holder | $122 | $121+0.7% | $4,912-97.5% | $100+21.7% |