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 15 · EIN 35-0145825 | Recordkeeping | $94,056 |
Filed as: GALLACHER BENEFIT SERVICES Service code 26 · EIN 36-4291971 TWO PIERCE PLACE · ITASCA, IL 60143 | Advisory (Participants) | $0 |
SVA CERTIFIED PUBLIC ACCOUNTANTS4+ years Service code 10 · EIN 39-1203191 1221 JOHN Q HAMMONS DRIVE · MADISON, WI 53717 | Accounting | $0 |
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 | $75,728 | $73,102+3.6% | $123,544-38.7% | $56,287+34.5% |
| Participation rate | 89.9% | 74.3%+15.6pp | 82.3%+7.6pp | 69.9%+20.0pp |
| Annual return | -5.93% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $4,248 | $2,977+42.7% | $4,628-8.2% | $2,111+101.2% |
| Participant deferral / active EE | $3,750 | $5,423-30.8% | $6,426-41.6% | $3,350+11.9% |
| Admin fee / account holder | $29 | $554-94.8% | $9,284-99.7% | $521-94.4% |