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 99 · EIN 36-4291971 | Other Fees | $8,167 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,782 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,197 | $56,053-37.2% | $75,972-53.7% | $80,856-56.5% |
| Participation rate | 96.1% | 62.0%+34.1pp | 69.1%+27.1pp | 67.6%+28.5pp |
| Annual return | 10.27% | 20.53%-10.3pp | 359.55%-349.3pp | 35.59%-25.3pp |
| Employer contribution / active EE | $755 | $1,874-59.7% | $2,685-71.9% | $2,755-72.6% |
| Participant deferral / active EE | $5,168 | $3,052+69.3% | $4,255+21.4% | $4,296+20.3% |
| Admin fee / account holder | $40 | $5,234-99.2% | $6,467-99.4% | $6,918-99.4% |