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 Service code 27 125 VILLAGE BOULEVARD · PRINCETON, NJ 08540 | Advisory (Plan) | $25,500 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,183 | $50,815+12.5% | $155,509-63.2% | $77,643-26.4% |
| Participation rate | 40.0% | 63.1%-23.1pp | 78.2%-38.2pp | 70.6%-30.6pp |
| Annual return | 15.73% | 34.80%-19.1pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $952 | $1,993-52.2% | $4,672-79.6% | $2,726-65.1% |
| Participant deferral / active EE | $2,213 | $2,822-21.6% | $5,626-60.7% | $4,647-52.4% |
| Admin fee / account holder | $147 | $437-66.2% | $15,912-99.1% | $430-65.8% |