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 Service code 11 · EIN 52-2200060 3500 AMERICAN BLVD W · BLOOMINGTON, MN 55431 | Actuarial | $54,940 |
Service code 27 · EIN 26-0516431 310 GRANT ST · PITTSBURGH, PA 15219 | Advisory (Plan) | $31,250 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $157,433-100.0% | $157,433-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 16.7%-16.7pp | 47.4%-47.4pp |
| Annual return | 21.62% | 7.77%+13.8pp | 10.27%+11.4pp | 12.16%+9.5pp |
| Employer contribution / active EE | $26,191 | $24,772+5.7% | $19,104+37.1% | $44,746-41.5% |
| Participant deferral / active EE | $0 | $0 | $15-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $12,160-100.0% | $12,160-100.0% | $17,640-100.0% |