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) | $27,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,454 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,679 | $106,028-50.3% | $146,958-64.2% | $77,643-32.2% |
| Participation rate | 89.0% | 78.4%+10.6pp | 82.2%+6.8pp | 70.6%+18.4pp |
| Annual return | 16.73% | 56.73%-40.0pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $769 | $4,063-81.1% | $4,933-84.4% | $2,726-71.8% |
| Participant deferral / active EE | $6,306 | $7,990-21.1% | $8,070-21.9% | $4,647+35.7% |
| Admin fee / account holder | $19 | $337-94.3% | $12,998-99.9% | $430-95.5% |