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) | $17,614 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,453 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,736 | $86,929-18.6% | $102,423-30.9% | $80,856-12.5% |
| Participation rate | 81.7% | 72.4%+9.3pp | 76.5%+5.2pp | 67.6%+14.1pp |
| Annual return | 14.51% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $972 | $2,369-59.0% | $3,023-67.9% | $2,755-64.7% |
| Participant deferral / active EE | $9,925 | $4,118+141.0% | $5,053+96.4% | $4,296+131.0% |
| Admin fee / account holder | $241 | $8,049-97.0% | $9,451-97.4% | $6,918-96.5% |