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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.
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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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,303 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,472 | $79,171-43.8% | $102,423-56.6% | $74,495-40.3% |
| Participation rate | 85.5% | 74.8%+10.7pp | 76.5%+9.0pp | 67.2%+18.3pp |
| Annual return | 13.05% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $369 | $2,362-84.4% | $3,023-87.8% | $2,623-85.9% |
| Participant deferral / active EE | $3,939 | $4,415-10.8% | $5,053-22.0% | $4,346-9.4% |
| Admin fee / account holder | $214 | $2,001-89.3% | $9,451-97.7% | $1,942-89.0% |