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 |
|---|---|---|
Filed as: GALLAGHER BENEFITS SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,986 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $143,047 | $65,118+119.7% | $76,768+86.3% | $55,725+156.7% |
| Participation rate | 98.3% | 79.6%+18.7pp | 77.0%+21.3pp | 70.9%+27.5pp |
| Annual return | -5.23% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $8,742 | $1,941+350.4% | $2,485+251.8% | $2,078+320.7% |
| Participant deferral / active EE | $14,493 | $3,688+293.0% | $3,852+276.3% | $3,356+331.9% |
| Admin fee / account holder | -$76 | $116-165.6% | $6,675-101.1% | $115-166.0% |