Filed January 30, 2020 (most recent of 3 filings on file)
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 13 · EIN 06-1050034 | Contract Administrator | $382,976 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $69,750 |
LUTZ & COMPANY, PC2 years Service code 10 · EIN 47-0625816 | Accounting | $23,500 |
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 | $81,287 | $59,339+37.0% | $149,673-45.7% | $103,482-21.4% |
| Participation rate | 66.1% | 70.2%-4.1pp | 78.8%-12.6pp | 73.3%-7.1pp |
| Annual return | 20.98% | 77.78%-56.8pp | 134.42%-113.4pp | 33.11%-12.1pp |
| Employer contribution / active EE | $0 | $2,178-100.0% | $4,818-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $5,400 | $3,716+45.3% | $5,680-4.9% | $5,207+3.7% |
| Admin fee / account holder | $60 | $103-41.9% | $13,210-99.5% | $114-47.6% |