Filed February 5, 2018
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 26 · EIN 71-0294708 | Advisory (Participants) | $84,274 |
Filed as: WILLIAM GALLAGHER ASSOC Service code 99 · EIN 04-2787509 | Other Fees | $26,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,004 | $79,694+20.5% | $96,139-0.1% | $79,386+20.9% |
| Participation rate | 95.0% | 54.0%+41.0pp | 68.4%+26.6pp | 70.7%+24.3pp |
| Annual return | 13.30% | 40.84%-27.5pp | 191.94%-178.6pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,951 | $1,443+104.5% | $2,797+5.5% | $2,427+21.6% |
| Participant deferral / active EE | $5,613 | $2,539+121.1% | $4,349+29.1% | $4,046+38.7% |
| Admin fee / account holder | $286 | $630-54.6% | $5,537-94.8% | $626-54.3% |