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 7-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 13 · EIN 06-1050034 | Contract Administrator | $117,693 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $15,000 |
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 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 | $33,301 | $90,288-63.1% | $93,406-64.3% | $90,288-63.1% |
| Participation rate | 37.3% | 73.4%-36.0pp | 66.8%-29.5pp | 73.4%-36.0pp |
| Annual return | 16.73% | 53.97%-37.2pp | 78.05%-61.3pp | 53.97%-37.2pp |
| Employer contribution / active EE | $402 | $2,524-84.1% | $2,075-80.6% | $2,524-84.1% |
| Participant deferral / active EE | $1,288 | $4,232-69.6% | $3,126-58.8% | $4,232-69.6% |
| Admin fee / account holder | $78 | $114-31.2% | $5,230-98.5% | $114-31.2% |