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 6-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 37 · EIN 04-2647786 | Loan Processing | $73,953 |
Filed as: GALLAGHAR BENEFIT SERVICES, INC Service code 26 · EIN 36-4291971 | Advisory (Participants) | $35,000 |
MELTON & MELTON LLP3 years Service code 10 · EIN 74-1550819 | Accounting | $12,096 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,481 | $95,388-50.2% | $125,339-62.1% | $77,904-39.1% |
| Participation rate | 67.9% | 78.6%-10.7pp | 82.4%-14.5pp | 73.7%-5.8pp |
| Annual return | 3.96% | 116.19%-112.2pp | 572.05%-568.1pp | 12.21%-8.3pp |
| Employer contribution / active EE | $2,035 | $3,666-44.5% | $4,814-57.7% | $2,848-28.5% |
| Participant deferral / active EE | $4,789 | $7,711-37.9% | $7,446-35.7% | $4,806-0.4% |
| Admin fee / account holder | $151 | $119+26.8% | $10,010-98.5% | $133+13.7% |