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) | $122,368 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $15,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,522 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,163 | $34,677-47.6% | $77,024-76.4% | $64,808-72.0% |
| Participation rate | 47.5% | 49.8%-2.3pp | 67.9%-20.4pp | 71.5%-23.9pp |
| Annual return | -13.31% | -5.33%-8.0pp | 42.32%-55.6pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,037 | $1,370+48.7% | $2,812-27.6% | $2,506-18.7% |
| Participant deferral / active EE | $5,005 | $2,556+95.8% | $4,426+13.1% | $4,310+16.1% |
| Admin fee / account holder | $166 | $179-7.0% | $5,425-96.9% | $188-11.6% |