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 · EIN 36-4291971 | Consulting | $19,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $46,558 | $58,083-19.8% | $80,019-41.8% | $56,287-17.3% |
| Participation rate | 76.2% | 73.6%+2.6pp | 75.8%+0.4pp | 69.9%+6.3pp |
| Annual return | -4.95% | 34.61%-39.6pp | 11.22%-16.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,425 | $1,932-26.3% | $2,468-42.3% | $2,111-32.5% |
| Participant deferral / active EE | $2,729 | $3,135-13.0% | $3,686-26.0% | $3,350-18.5% |
| Admin fee / account holder | $200 | $623-67.9% | $6,521-96.9% | $521-61.6% |