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 | $64,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 · EIN 35-2552359 2 WESTCHESTER PARK DR · WHITE PLAINS, NY 106043432 | Other Services | $16,000 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Services | $7,306 |
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 | $101,234 | $95,542+6.0% | $69,455+45.8% | $67,579+49.8% |
| Participation rate | 88.1% | 79.4%+8.7pp | 74.6%+13.5pp | 71.3%+16.8pp |
| Annual return | 18.56% | 17.67%+0.9pp | 28.97%-10.4pp | 378.56%-360.0pp |
| Employer contribution / active EE | $4,364 | $2,989+46.0% | $2,779+57.0% | $2,148+103.2% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $111 | $90+23.1% | $3,839-97.1% | $142-22.3% |