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 9-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) | $49,851 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$74,949 |
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 | $130,209 | $81,908+59.0% | $90,749+43.5% | $64,808+100.9% |
| Participation rate | 96.6% | 80.5%+16.1pp | 75.7%+20.9pp | 71.5%+25.1pp |
| Annual return | -16.16% | -12.53%-3.6pp | -12.16%-4.0pp | 32.82%-49.0pp |
| Employer contribution / active EE | $4,870 | $3,065+58.9% | $2,921+66.7% | $2,506+94.3% |
| Participant deferral / active EE | $9,512 | $4,840+96.5% | $4,564+108.4% | $4,310+120.7% |
| Admin fee / account holder | $13 | $157-91.7% | $8,445-99.8% | $188-93.1% |