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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $33,333 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $501 |
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.
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 | $112,226 | $86,897+29.1% | $151,611-26.0% | $64,808+73.2% |
| Participation rate | 84.3% | 87.3%-3.0pp | 87.5%-3.2pp | 71.5%+12.8pp |
| Annual return | -16.81% | -3.57%-13.2pp | 3.33%-20.1pp | 32.82%-49.6pp |
| Employer contribution / active EE | $5,414 | $4,010+35.0% | $6,166-12.2% | $2,506+116.1% |
| Participant deferral / active EE | $9,843 | $6,690+47.1% | $8,363+17.7% | $4,310+128.4% |
| Admin fee / account holder | $65 | $153-57.2% | $11,616-99.4% | $188-65.2% |