Filed December 30, 2019 (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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 49 · EIN 36-4291971 2850 GOLD RD · ROLLING MEADOWS, IL 600084050 | Other Services | $44,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 P.O. BOX 7398 · MADISON, WA 537077398 | Accounting | $12,745 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 · EIN 35-2552359 2 WESTCHESTER PARK DR · WHITE PLAINS, NY 106043432 | Other Services | $12,000 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Services | $2,918 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,139 | $70,083+34.3% | $59,878+57.2% | $55,725+68.9% |
| Participation rate | 94.8% | 78.4%+16.5pp | 74.7%+20.1pp | 70.9%+24.0pp |
| Annual return | -4.29% | 3.13%-7.4pp | 3.46%-7.8pp | 244.93%-249.2pp |
| Employer contribution / active EE | $4,908 | $2,878+70.5% | $2,722+80.3% | $2,078+136.2% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $94 | $70+33.8% | $3,590-97.4% | $115-18.3% |