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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $102,413 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $28,576 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,172 | $96,018-78.0% | $65,493-67.7% | $85,563-75.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.1%+26.9pp | 66.0%+34.0pp |
| Annual return | 16.66% | 14.51%+2.2pp | 982.45%-965.8pp | 31.51%-14.9pp |
| Employer contribution / active EE | $3,140 | $3,235-3.0% | $2,574+22.0% | $2,654+18.3% |
| Participant deferral / active EE | $1,283 | $4,055-68.4% | $3,961-67.6% | $4,375-70.7% |
| Admin fee / account holder | $35 | $271-87.2% | $5,028-99.3% | $834-95.8% |