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) | $140,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $125,535 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,736 |
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 | $92,575 | $95,388-2.9% | $125,339-26.1% | $77,904+18.8% |
| Participation rate | 92.7% | 78.6%+14.1pp | 82.4%+10.3pp | 73.7%+19.0pp |
| Annual return | -14.28% | 116.19%-130.5pp | 572.05%-586.3pp | 12.21%-26.5pp |
| Employer contribution / active EE | $2,549 | $3,666-30.5% | $4,814-47.0% | $2,848-10.5% |
| Participant deferral / active EE | $8,287 | $7,711+7.5% | $7,446+11.3% | $4,806+72.4% |
| Admin fee / account holder | $150 | $119+26.0% | $10,010-98.5% | $133+13.0% |