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 | $160,133 |
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $146,293 |
THE BANK OF NEW YORK MELLON8 years Service code 21 · EIN 13-5160382 | Bank Trustee | $33,983 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $26,472 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | -5.82% | 3.51%-9.3pp | 5.17%-11.0pp | 13.05%-18.9pp |
| Employer contribution / active EE | $16,250 | $33,893-52.1% | $26,422-38.5% | $37,639-56.8% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |