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 37 · EIN 04-2647786 | Loan Processing | $65,281 |
Filed as: GALLAGHER BENEFIT SERVIECS, INC. Service code 16 · EIN 36-4291971 | Consulting | $53,354 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,507 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 16 · EIN 74-2794194 | Consulting | $6,000 |
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 | $31,818 | $55,182-42.3% | $73,307-56.6% | $55,191-42.3% |
| Participation rate | 90.9% | 73.9%+16.9pp | 74.9%+16.0pp | 69.2%+21.7pp |
| Annual return | 1.86% | 8.55%-6.7pp | 5.67%-3.8pp | 10.78%-8.9pp |
| Employer contribution / active EE | $1,491 | $1,935-22.9% | $3,237-53.9% | $1,899-21.5% |
| Participant deferral / active EE | $5,309 | $4,641+14.4% | $4,991+6.4% | $3,046+74.3% |
| Admin fee / account holder | $118 | $68+72.2% | $5,637-97.9% | $91+29.9% |