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 | $90,747 |
Filed as: ARTHUR J GALLAGHER & CO Service code 16 · EIN 36-4291971 | Consulting | $28,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $7,000 |
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 | $75,257 | $69,305+8.6% | $82,313-8.6% | $69,631+8.1% |
| Participation rate | 96.9% | 80.3%+16.6pp | 76.9%+20.0pp | 70.7%+26.2pp |
| Annual return | 18.42% | 21.47%-3.0pp | 25.88%-7.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $4,287 | $1,887+127.2% | $2,428+76.5% | $2,032+111.0% |
| Participant deferral / active EE | $6,776 | $3,568+89.9% | $3,706+82.8% | $3,224+110.2% |
| Admin fee / account holder | $196 | $97+101.6% | $5,608-96.5% | $110+77.4% |