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 4-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 RETIRMENT SERVICES Service code 27 · EIN 13-3727333 | Advisory (Plan) | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,044 | $54,320-30.0% | $67,652-43.8% | $52,331-27.3% |
| Participation rate | 93.5% | 73.6%+19.9pp | 75.7%+17.8pp | 68.1%+25.4pp |
| Annual return | 0.48% | 6.81%-6.3pp | 6625.04%-6624.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,466 | $2,950+17.5% | $3,560-2.6% | $3,022+14.7% |
| Admin fee / account holder | $116 | $527-77.9% | $4,821-97.6% | $592-80.3% |