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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 64 · EIN 71-0294708 | Recordkeeping Fees | $54,034 |
Filed as: GALLAGHER RETIREMENT SERVICES Service code 99 · EIN 36-4291971 | Other Fees | $30,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,007 | $96,458-79.3% | $136,294-85.3% | $77,958-74.3% |
| Participation rate | 97.3% | 75.4%+21.9pp | 81.9%+15.4pp | 71.6%+25.7pp |
| Annual return | 16.02% | 23.78%-7.8pp | 5155.94%-5139.9pp | 20.87%-4.8pp |
| Employer contribution / active EE | $1,706 | $3,144-45.7% | $4,695-63.7% | $2,310-26.2% |
| Participant deferral / active EE | $1,335 | $5,902-77.4% | $6,247-78.6% | $3,537-62.2% |
| Admin fee / account holder | $34 | $80-58.2% | $9,243-99.6% | $97-65.5% |