Filed August 11, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARTHUR J GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,946 | $46,297+18.7% | $71,671-23.3% | $62,292-11.8% |
| Participation rate | 62.3% | 60.6%+1.7pp | 68.7%-6.4pp | 69.5%-7.2pp |
| Annual return | 16.86% | 22.32%-5.5pp | 20.65%-3.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,323 | $1,412-6.3% | $2,460-46.2% | $2,042-35.2% |
| Participant deferral / active EE | $3,410 | $2,235+52.6% | $3,438-0.8% | $3,169+7.6% |
| Admin fee / account holder | $95 | $461-79.4% | $5,558-98.3% | $479-80.2% |