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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,588 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $25,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,319 | $50,199+2.2% | $70,092-26.8% | $66,914-23.3% |
| Participation rate | 93.7% | 66.3%+27.3pp | 70.5%+23.2pp | 69.8%+23.9pp |
| Annual return | -15.52% | -13.85%-1.7pp | 190.73%-206.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,372 | $1,864-26.4% | $2,559-46.4% | $2,544-46.1% |
| Participant deferral / active EE | $4,466 | $3,112+43.5% | $3,849+16.0% | $4,237+5.4% |
| Admin fee / account holder | $248 | $600-58.7% | $6,267-96.0% | $593-58.2% |