Filed October 25, 2018 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $46,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,830 | $80,724+83.1% | $103,333+43.1% | $74,495+98.4% |
| Participation rate | 95.4% | 65.7%+29.7pp | 74.5%+20.9pp | 67.2%+28.2pp |
| Annual return | 14.43% | 27.56%-13.1pp | 24.88%-10.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,864 | $3,157-9.3% | $3,868-26.0% | $2,623+9.2% |
| Participant deferral / active EE | $12,916 | $3,860+234.6% | $5,057+155.4% | $4,346+197.2% |
| Admin fee / account holder | $364 | $2,368-84.6% | $8,355-95.6% | $1,942-81.2% |