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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,068 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $25,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,413 | $89,808-52.8% | $100,391-57.8% | $77,643-45.4% |
| Participation rate | 85.1% | 81.2%+3.9pp | 81.5%+3.6pp | 70.6%+14.5pp |
| Annual return | 19.72% | 20.62%-0.9pp | 49.20%-29.5pp | 31.24%-11.5pp |
| Employer contribution / active EE | -$6 | $3,039-100.2% | $3,942-100.1% | $2,726-100.2% |
| Participant deferral / active EE | $7,762 | $8,284-6.3% | $8,082-4.0% | $4,647+67.0% |
| Admin fee / account holder | $109 | $174-37.5% | $7,899-98.6% | $430-74.7% |