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 16 THE GALLAGHER CENTRE · ITASCA, IL 60143 | Consulting | $16,000 |
T ROWE PRICE RPS INC2+ years Filed as: T.ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-6559833 | Recordkeeping | $300 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,817 | $60,165+69.2% | $74,183+37.3% | $55,167+84.6% |
| Participation rate | 94.5% | 74.2%+20.4pp | 76.6%+17.9pp | 69.0%+25.6pp |
| Annual return | 8.18% | 10.00%-1.8pp | 17.74%-9.6pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,049 | $1,600+28.1% | $2,370-13.5% | $1,963+4.4% |
| Participant deferral / active EE | $4,328 | $2,973+45.6% | $3,550+21.9% | $3,054+41.7% |
| Admin fee / account holder | $88 | $419-79.0% | $5,586-98.4% | $504-82.5% |