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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,755 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,780 |
PFK O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $7,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,042 | $77,503+17.5% | $100,391-9.3% | $80,856+12.6% |
| Participation rate | 91.5% | 76.9%+14.5pp | 81.5%+10.0pp | 67.6%+23.9pp |
| Annual return | 15.09% | 37.20%-22.1pp | 49.20%-34.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,694 | $2,801+67.6% | $3,942+19.1% | $2,755+70.4% |
| Participant deferral / active EE | $14,415 | $6,820+111.4% | $8,082+78.4% | $4,296+235.6% |
| Admin fee / account holder | $397 | $5,897-93.3% | $7,899-95.0% | $6,918-94.3% |