Filed September 13, 2021 (most recent of 5 filings on file)
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 BENEFIT SERVICES, INC. Service code 16 · EIN 03-6042919 | Consulting | $37,500 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,797 |
COHENREZNICK LLP1 year Service code 10 · EIN 33-4144829 | Accounting | $22,575 |
FID INV INST OPS CO10+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $15,662 |
FID INV INST OPS CO10+ years Service code 60 | Sub-TA Fees | $0 |
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 | $171,561 | $96,018+78.7% | $65,493+162.0% | $85,563+100.5% |
| Participation rate | 94.1% | 74.8%+19.2pp | 73.1%+21.0pp | 66.0%+28.1pp |
| Annual return | 10.93% | 14.51%-3.6pp | 982.45%-971.5pp | 31.51%-20.6pp |
| Employer contribution / active EE | $7,423 | $3,235+129.5% | $2,574+188.4% | $2,654+179.7% |
| Participant deferral / active EE | $8,192 | $4,055+102.0% | $3,961+106.8% | $4,375+87.2% |
| Admin fee / account holder | $53 | $271-80.3% | $5,028-98.9% | $834-93.6% |