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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $79,698 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $31,500 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 06-1050034 | Advisory (Plan) | $30,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,369 | $72,482-7.1% | $129,110-47.8% | $64,808+4.0% |
| Participation rate | 99.3% | 79.2%+20.0pp | 77.3%+22.0pp | 71.5%+27.8pp |
| Annual return | -16.19% | -9.08%-7.1pp | -10.94%-5.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $5,555 | $4,247+30.8% | $5,052+10.0% | $2,506+121.7% |
| Participant deferral / active EE | $8,928 | $5,679+57.2% | $6,542+36.5% | $4,310+107.1% |
| Admin fee / account holder | $235 | $144+62.9% | $14,302-98.4% | $188+25.2% |