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.
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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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,919 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,577 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,043 | $101,317+184.3% | $146,958+96.0% | $74,495+286.7% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.7pp |
| Annual return | 19.27% | 8730.91%-8711.6pp | 418.34%-399.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $4,261 | $3,810+11.8% | $4,933-13.6% | $2,623+62.5% |
| Participant deferral / active EE | $17,461 | $7,303+139.1% | $8,070+116.4% | $4,346+301.8% |
| Admin fee / account holder | $358 | $1,739-79.4% | $12,998-97.2% | $1,942-81.6% |