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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $31,114 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,536 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,043 |
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 | $67,008 | $89,436-25.1% | $164,813-59.3% | $77,643-13.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 78.6%+8.9pp | 70.6%+16.9pp |
| Annual return | 14.45% | 28.83%-14.4pp | 69.93%-55.5pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,402 | $2,569-45.4% | $4,341-67.7% | $2,726-48.6% |
| Participant deferral / active EE | $4,201 | $4,897-14.2% | $6,031-30.3% | $4,647-9.6% |
| Admin fee / account holder | $128 | $339-62.3% | $12,690-99.0% | $430-70.3% |