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 | $3,650 |
Employer 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).
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 | $36,619 | $60,165-39.1% | $74,183-50.6% | $55,167-33.6% |
| Participation rate | 90.5% | 74.2%+16.3pp | 76.6%+13.9pp | 69.0%+21.5pp |
| Annual return | 4.28% | 10.00%-5.7pp | 17.74%-13.5pp | 169.23%-164.9pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,327 | $2,973+11.9% | $3,550-6.3% | $3,054+8.9% |
| Admin fee / account holder | $132 | $419-68.4% | $5,586-97.6% | $504-73.7% |