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: ARTHUR J GALLAGHER Service code 27 · EIN 36-2151613 | Advisory (Plan) | $10,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,796 | $41,854-38.4% | $73,843-65.1% | $52,331-50.7% |
| Participation rate | 90.9% | 66.2%+24.7pp | 73.4%+17.5pp | 68.1%+22.8pp |
| Annual return | 2.24% | 2.11%+0.1pp | 2267.84%-2265.6pp | 4.54%-2.3pp |
| Employer contribution / active EE | $1,570 | $1,920-18.2% | $2,787-43.7% | $1,882-16.6% |
| Participant deferral / active EE | $6,476 | $2,498+159.3% | $3,583+80.7% | $3,022+114.3% |
| Admin fee / account holder | $84 | $493-83.0% | $4,880-98.3% | $592-85.8% |