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 7-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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 | Actuarial | $396,230 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $36,260 |
HANSON BRIDGETT LLP7+ years Service code 29 · EIN 94-1205338 | Legal | $36,096 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 17 · EIN 34-6565596 | Pension Consulting | $28,000 |
Service code 12 · EIN 13-3689044 | Trustee (bank, trust company, or simi... | $18,552 |
STATE STREET GLOBAL ADVISORS3 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Tr... | $14,481 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $414,698-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 46.8%-46.8pp | 2.1%-2.1pp |
| Annual return | 10.55% | 8.40%+2.2pp | 8.80%+1.7pp | 9.14%+1.4pp |
| Employer contribution / active EE | $62,281 | $16,322+281.6% | $29,429+111.6% | $19,963+212.0% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,933-100.0% | $200-100.0% |