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 37 · EIN 04-2647786 | Loan Processing | $33,101 |
Filed as: ARTHUR J GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,500 |
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 | $47,576 | $72,770-34.6% | $67,652-29.7% | $55,191-13.8% |
| Participation rate | 98.1% | 78.8%+19.3pp | 75.7%+22.4pp | 69.2%+28.9pp |
| Annual return | -0.23% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.0pp |
| Employer contribution / active EE | $4,013 | $1,769+126.8% | $2,266+77.1% | $1,899+111.4% |
| Participant deferral / active EE | $5,582 | $3,408+63.8% | $3,560+56.8% | $3,046+83.2% |
| Admin fee / account holder | $75 | $79-4.5% | $4,821-98.4% | $91-17.1% |