Filed June 9, 2023
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 37 · EIN 04-2647786 | Loan Processing | $23,895 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $11,271 |
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 | $106,843 | $53,127+101.1% | $86,590+23.4% | $70,131+52.3% |
| Participation rate | 93.6% | 65.3%+28.3pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 18.20% | 27.66%-9.5pp | 964.84%-946.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $6,188 | $2,068+199.2% | $2,839+118.0% | $2,342+164.2% |
| Participant deferral / active EE | $7,999 | $2,696+196.7% | $3,609+121.7% | $3,332+140.1% |
| Admin fee / account holder | $217 | $3,585-93.9% | $4,906-95.6% | $4,645-95.3% |