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 | $43,675 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 27 2850 WEST GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $22,315 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 C/O GALLAGHER RETIREMENT SERVICES · WHITE PLAINS, NY 106043408 | Advisory (Plan) | $5,579 |
Filed as: LINCOLN NATIONAL CORPORATOIN Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
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 | $46,246 | $52,293-11.6% | $178,490-74.1% | $73,409-37.0% |
| Participation rate | 89.7% | 65.3%+24.4pp | 81.9%+7.8pp | 72.2%+17.5pp |
| Annual return | 14.37% | 34.75%-20.4pp | 151.07%-136.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,238 | $1,735-28.7% | $5,011-75.3% | $2,234-44.6% |
| Participant deferral / active EE | $3,913 | $2,332+67.8% | $5,202-24.8% | $3,805+2.8% |
| Admin fee / account holder | $79 | $127-38.1% | $13,984-99.4% | $158-50.1% |