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) | $41,622 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,348 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,670 | $57,610-50.2% | $154,803-81.5% | $102,872-72.1% |
| Participation rate | 33.1% | 59.5%-26.4pp | 78.1%-45.0pp | 73.0%-39.9pp |
| Annual return | 29.39% | 30.49%-1.1pp | 58.88%-29.5pp | 19.06%+10.3pp |
| Employer contribution / active EE | $361 | $1,883-80.8% | $4,305-91.6% | $3,526-89.8% |
| Participant deferral / active EE | $2,451 | $2,914-15.9% | $5,540-55.8% | $5,535-55.7% |
| Admin fee / account holder | $131 | $368-64.5% | $14,329-99.1% | $292-55.3% |