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 | $39,490 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,000 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,500 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $9,000 |
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 | $57,279 | $54,590+4.9% | $81,930-30.1% | $73,488-22.1% |
| Participation rate | 98.8% | 68.3%+30.4pp | 72.0%+26.8pp | 70.7%+28.1pp |
| Annual return | 14.63% | 17.74%-3.1pp | 29.49%-14.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,381 | $1,636-15.6% | $4,310-68.0% | $2,270-39.2% |
| Participant deferral / active EE | $3,958 | $2,759+43.5% | $7,107-44.3% | $3,740+5.8% |
| Admin fee / account holder | $285 | $592-51.8% | $5,158-94.5% | $513-44.4% |