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) | $78,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,051 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,410 | $84,784+79.8% | $98,439+54.8% | $74,419+104.8% |
| Participation rate | 98.4% | 81.5%+16.9pp | 75.2%+23.3pp | 70.7%+27.7pp |
| Annual return | 19.96% | 20.59%-0.6pp | 21.16%-1.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $5,671 | $3,364+68.6% | $3,048+86.0% | $2,637+115.0% |
| Participant deferral / active EE | $10,764 | $5,218+106.3% | $4,738+127.2% | $4,528+137.7% |
| Admin fee / account holder | $4 | $204-98.0% | $8,948-100.0% | $348-98.8% |