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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 52-2200060 | Actuarial | $91,827 |
Service code 26 310 GRANT ST · PITTSBURGH, PA 15219 | Advisory (Participants) | $42,000 |
US BANK5+ years Service code 26 · EIN 41-6271370 | Advisory (Participants) | $12,045 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 19026 RIDGEWOOD PKWY · SAN ANTONIO, TX 78259 | Accounting | $11,766 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $46,244-100.0% | $50,635-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 2.8%-2.8pp |
| Annual return | 19.61% | 15.46%+4.2pp | 18.06%+1.6pp | 16.32%+3.3pp |
| Employer contribution / active EE | $4,761 | $10,289-53.7% | $30,411-84.3% | $17,007-72.0% |
| Participant deferral / active EE | $0 | $214-100.0% | $40-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,675-100.0% | $127-100.0% |