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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $47,359 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291970 | Pension Consulting | $25,815 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,937 | $52,406+270.1% | $129,207+50.1% | $74,495+160.3% |
| Participation rate | 92.1% | 53.8%+38.3pp | 69.6%+22.5pp | 67.2%+24.9pp |
| Annual return | 15.28% | 15.66%-0.4pp | 9417.33%-9402.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $13,298 | $1,531+768.8% | $4,153+220.2% | $2,623+407.0% |
| Participant deferral / active EE | $8,794 | $2,794+214.7% | $4,168+111.0% | $4,346+102.3% |
| Admin fee / account holder | $256 | $2,633-90.3% | $7,715-96.7% | $1,942-86.8% |