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) | $163,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | $134,366 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,459 |
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 | $103,557 | $107,459-3.6% | $135,903-23.8% | $80,160+29.2% |
| Participation rate | 93.8% | 78.0%+15.8pp | 81.9%+11.9pp | 72.9%+20.9pp |
| Annual return | 30.46% | 91.91%-61.5pp | 68.23%-37.8pp | 40.38%-9.9pp |
| Employer contribution / active EE | $2,948 | $3,877-24.0% | $4,856-39.3% | $2,978-1.0% |
| Participant deferral / active EE | $8,659 | $8,195+5.7% | $7,758+11.6% | $5,017+72.6% |
| Admin fee / account holder | $146 | $127+15.3% | $10,762-98.6% | $145+1.0% |