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 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $46,962 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,474 | $58,778-58.4% | $129,207-81.1% | $77,643-68.5% |
| Participation rate | 69.9% | 59.2%+10.6pp | 69.6%+0.3pp | 70.6%-0.7pp |
| Annual return | 28.71% | 24.73%+4.0pp | 9417.33%-9388.6pp | 31.24%-2.5pp |
| Employer contribution / active EE | $1,676 | $1,952-14.2% | $4,153-59.7% | $2,726-38.5% |
| Participant deferral / active EE | $3,745 | $3,212+16.6% | $4,168-10.1% | $4,647-19.4% |
| Admin fee / account holder | $195 | $589-66.9% | $7,715-97.5% | $430-54.7% |