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 Service code 16 2850 WEST GOLF ROAD · ROLLING MEADOWS, IL 60008 | Consulting | $16,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,690 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,996 | $63,299-14.7% | $91,001-40.7% | $62,292-13.3% |
| Participation rate | 76.2% | 73.3%+2.8pp | 75.6%+0.6pp | 69.5%+6.6pp |
| Annual return | 10.64% | 20.99%-10.4pp | 4.60%+6.0pp | 28.90%-18.3pp |
| Employer contribution / active EE | $1,185 | $1,807-34.4% | $2,456-51.8% | $2,042-42.0% |
| Participant deferral / active EE | $2,632 | $2,943-10.5% | $3,547-25.8% | $3,169-16.9% |
| Admin fee / account holder | $186 | $468-60.3% | $5,417-96.6% | $479-61.3% |