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 | $148,726 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,000 |
Service code 10 · EIN 59-1152714 | Accounting | $32,285 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,226 | $44,626-50.2% | $86,188-74.2% | $80,160-72.3% |
| Participation rate | 93.0% | 63.5%+29.5pp | 69.0%+24.0pp | 72.9%+20.1pp |
| Annual return | 16.99% | 19.61%-2.6pp | 1168.45%-1151.5pp | 40.38%-23.4pp |
| Employer contribution / active EE | $1,055 | $1,099-4.0% | $2,380-55.7% | $2,978-64.6% |
| Participant deferral / active EE | $4,532 | $2,769+63.7% | $3,985+13.7% | $5,017-9.7% |
| Admin fee / account holder | $143 | $133+7.4% | $6,852-97.9% | $145-1.3% |