Filed October 23, 2023
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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.
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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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $48,497 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,138 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,282 | $119,446-49.5% | $150,045-59.8% | $85,563-29.5% |
| Participation rate | 96.4% | 75.4%+21.0pp | 82.3%+14.1pp | 66.0%+30.4pp |
| Annual return | 20.01% | 23.72%-3.7pp | 62.55%-42.5pp | 31.51%-11.5pp |
| Employer contribution / active EE | $5,041 | $4,078+23.6% | $4,693+7.4% | $2,654+90.0% |
| Participant deferral / active EE | $9,719 | $7,985+21.7% | $7,997+21.5% | $4,375+122.1% |
| Admin fee / account holder | $146 | $548-73.2% | $13,435-98.9% | $834-82.4% |