See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 52-2200060 | Actuarial | $70,000 |
Service code 26 310 GRANT ST · PITTSBURGH, PA 15219 | Advisory (Participants) | $42,000 |
US BANK3+ years Service code 26 · EIN 41-6271370 | Advisory (Participants) | $12,218 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 19026 RIDGEWOOD PKWY · SAN ANTONIO, TX 78259 | Accounting | $10,550 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 14.56% | 18.28%-3.7pp | 10.53%+4.0pp | 13.95%+0.6pp |
| Employer contribution / active EE | $4,122 | $11,746-64.9% | $29,360-86.0% | $16,598-75.2% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |