See peer percentile detail with Solo.
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 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $115,921 |
Filed as: GALLAGHER BENEFIT SERVICE, INC. Service code 16 · EIN 36-4291971 | Consulting | $24,500 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,913 | $95,388-77.0% | $125,339-82.5% | $77,904-71.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -15.56% | 116.19%-131.7pp | 572.05%-587.6pp | 12.21%-27.8pp |
| Employer contribution / active EE | $2,115 | $3,666-42.3% | $4,814-56.1% | $2,848-25.7% |
| Participant deferral / active EE | $2,024 | $7,711-73.8% | $7,446-72.8% | $4,806-57.9% |
| Admin fee / account holder | $62 | $119-47.7% | $10,010-99.4% | $133-53.1% |