Filed September 23, 2020
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 10-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,219 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 27 2850 WEST GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $22,400 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 C/O GALLAGHER RETIREMENT SERVICES · WHITE PLAINS, NY 106043408 | Advisory (Plan) | $5,600 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,840 | $37,196-11.7% | $154,107-78.7% | $55,725-41.1% |
| Participation rate | 90.5% | 64.1%+26.4pp | 83.0%+7.5pp | 70.9%+19.7pp |
| Annual return | -6.06% | 1319.68%-1325.7pp | 735.12%-741.2pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,084 | $1,614-32.9% | $5,298-79.5% | $2,078-47.9% |
| Participant deferral / active EE | $3,069 | $2,068+48.4% | $5,081-39.6% | $3,356-8.5% |
| Admin fee / account holder | $73 | $102-28.2% | $13,411-99.5% | $115-36.7% |