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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,430 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $28,855 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,761 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,635 | $106,028-56.0% | $146,958-68.3% | $77,643-39.9% |
| Participation rate | 80.9% | 78.4%+2.5pp | 82.2%-1.3pp | 70.6%+10.3pp |
| Annual return | 17.97% | 56.73%-38.8pp | 418.34%-400.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,722 | $4,063-33.0% | $4,933-44.8% | $2,726-0.1% |
| Participant deferral / active EE | $9,528 | $7,990+19.3% | $8,070+18.1% | $4,647+105.0% |
| Admin fee / account holder | $240 | $337-29.0% | $12,998-98.2% | $430-44.3% |