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 8-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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,863 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 · EIN 36-4291971 | Other Fees | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,419 | $40,522-61.9% | $84,611-81.8% | $67,579-77.2% |
| Participation rate | 63.2% | 51.1%+12.1pp | 68.2%-5.0pp | 71.3%-8.1pp |
| Annual return | 32.23% | 32.72%-0.5pp | 258.74%-226.5pp | 378.56%-346.3pp |
| Employer contribution / active EE | $1,423 | $1,146+24.2% | $2,652-46.3% | $2,148-33.7% |
| Participant deferral / active EE | $2,991 | $2,132+40.3% | $3,899-23.3% | $3,539-15.5% |
| Admin fee / account holder | $100 | $145-31.0% | $4,912-98.0% | $142-29.6% |