See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,392 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,560 |
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 | $77,502 | $80,968-4.3% | $96,544-19.7% | $75,163+3.1% |
| Participation rate | 97.8% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.6pp |
| Annual return | 20.66% | 27.06%-6.4pp | 25.84%-5.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,099 | $2,282-8.0% | $2,965-29.2% | $2,670-21.4% |
| Participant deferral / active EE | $7,858 | $3,928+100.0% | $4,851+62.0% | $4,125+90.5% |
| Admin fee / account holder | $107 | $6,724-98.4% | $8,252-98.7% | $5,651-98.1% |