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 | $59,300 |
Service code 26 310 GRANT ST · PITTSBURGH, PA 15219 | Advisory (Participants) | $31,500 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $18,550 |
US BANK6+ years Service code 26 · EIN 41-6271370 | Advisory (Participants) | $12,117 |
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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 11.88% | 20.91%-9.0pp | 793.01%-781.1pp | 627.08%-615.2pp |
| Employer contribution / active EE | $4,476 | $11,580-61.4% | $27,004-83.4% | $18,824-76.2% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |