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 | $41,819 |
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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $350 |
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 | $38,424 | $62,928-38.9% | $172,739-77.8% | $67,579-43.1% |
| Participation rate | 90.5% | 64.5%+26.0pp | 82.6%+7.9pp | 71.3%+19.2pp |
| Annual return | 20.34% | 30.36%-10.0pp | 802.84%-782.5pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,063 | $1,636-35.0% | $5,143-79.3% | $2,148-50.5% |
| Participant deferral / active EE | $3,485 | $2,145+62.5% | $5,198-33.0% | $3,539-1.5% |
| Admin fee / account holder | $75 | $167-55.0% | $13,954-99.5% | $142-47.3% |