Filed August 11, 2025 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,576 |
Filed as: ARTHUR J GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,000 |
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 | $48,102 | $42,396+13.5% | $67,313-28.5% | $56,287-14.5% |
| Participation rate | 73.3% | 61.0%+12.3pp | 69.1%+4.2pp | 69.9%+3.4pp |
| Annual return | -5.06% | -36.63%+31.6pp | -4.08%-1.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,537 | $1,414+8.7% | $2,566-40.1% | $2,111-27.2% |
| Participant deferral / active EE | $3,789 | $2,360+60.6% | $3,568+6.2% | $3,350+13.1% |
| Admin fee / account holder | $195 | $510-61.7% | $4,507-95.7% | $521-62.5% |