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 · EIN 36-4291971 | Advisory (Plan) | $43,506 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,019 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,709 |
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 | $82,049 | $100,923-18.7% | $150,045-45.3% | $74,304+10.4% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.3%+14.9pp | 60.3%+36.9pp |
| Annual return | 19.87% | 51.77%-31.9pp | 62.55%-42.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $2,357 | $3,463-31.9% | $4,693-49.8% | $2,241+5.2% |
| Participant deferral / active EE | $6,403 | $6,709-4.6% | $7,997-19.9% | $3,767+70.0% |
| Admin fee / account holder | $244 | $2,767-91.2% | $13,435-98.2% | $2,969-91.8% |