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 |
|---|---|---|
Service code 13 · EIN 71-0294708 | Contract Administrator | $26,541 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 99 · EIN 36-4291971 | Other Fees | $9,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,074 | $46,292-58.8% | $143,757-86.7% | $64,808-70.6% |
| Participation rate | 33.9% | 64.2%-30.3pp | 80.3%-46.4pp | 71.5%-37.6pp |
| Annual return | -8.47% | -10.05%+1.6pp | -0.04%-8.4pp | 32.82%-41.3pp |
| Employer contribution / active EE | $579 | $1,910-69.7% | $4,951-88.3% | $2,506-76.9% |
| Participant deferral / active EE | $931 | $2,646-64.8% | $5,637-83.5% | $4,310-78.4% |
| Admin fee / account holder | $157 | $154+2.2% | $14,673-98.9% | $188-16.3% |