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) | $74,725 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $25,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,469 | $41,078+105.6% | $80,569+4.8% | $71,457+18.2% |
| Participation rate | 93.7% | 50.2%+43.4pp | 67.0%+26.7pp | 67.9%+25.7pp |
| Annual return | 16.15% | 38.45%-22.3pp | 935.43%-919.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,891 | $1,506+158.4% | $2,723+42.9% | $2,588+50.4% |
| Participant deferral / active EE | $7,808 | $2,699+189.3% | $4,447+75.6% | $4,289+82.0% |
| Admin fee / account holder | $235 | $1,840-87.3% | $5,377-95.6% | $1,587-85.2% |