Filed October 12, 2020 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $46,137 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $14,744 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,000 |
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 | $47,391 | $73,404-35.4% | $87,100-45.6% | $67,579-29.9% |
| Participation rate | 87.7% | 80.9%+6.9pp | 76.9%+10.9pp | 71.3%+16.5pp |
| Annual return | 35.25% | 48.29%-13.0pp | 28.19%+7.1pp | 378.56%-343.3pp |
| Employer contribution / active EE | $1,291 | $2,014-35.9% | $2,521-48.8% | $2,148-39.9% |
| Participant deferral / active EE | $8,103 | $3,913+107.1% | $4,049+100.2% | $3,539+129.0% |
| Admin fee / account holder | $139 | $142-2.0% | $7,497-98.1% | $142-2.4% |