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 9-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 37 · EIN 04-2647786 | Loan Processing | $11,831 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,655 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,417 | $37,393+2.7% | $77,024-50.1% | $66,914-42.6% |
| Participation rate | 78.9% | 52.9%+26.0pp | 67.9%+11.0pp | 69.8%+9.1pp |
| Annual return | -17.10% | -3.29%-13.8pp | 42.32%-59.4pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,374 | $1,531-10.3% | $2,812-51.1% | $2,544-46.0% |
| Participant deferral / active EE | $6,675 | $2,617+155.0% | $4,426+50.8% | $4,237+57.5% |
| Admin fee / account holder | $135 | $567-76.2% | $5,425-97.5% | $593-77.3% |