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 | $42,664 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,000 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,000 |
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 | $54,102 | $50,666+6.8% | $76,817-29.6% | $65,185-17.0% |
| Participation rate | 98.4% | 68.8%+29.6pp | 72.1%+26.3pp | 70.2%+28.2pp |
| Annual return | 19.08% | 28.51%-9.4pp | 1166.11%-1147.0pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,132 | $1,575-28.1% | $2,302-50.8% | $2,177-48.0% |
| Participant deferral / active EE | $3,636 | $2,647+37.4% | $3,336+9.0% | $3,514+3.5% |
| Admin fee / account holder | $251 | $463-45.7% | $6,420-96.1% | $847-70.3% |