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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 | $61,682 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,671 | $81,908-63.8% | $90,749-67.3% | $64,808-54.2% |
| Participation rate | 73.5% | 80.5%-6.9pp | 75.7%-2.2pp | 71.5%+2.1pp |
| Annual return | -16.90% | -12.53%-4.4pp | -12.16%-4.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $784 | $3,065-74.4% | $2,921-73.2% | $2,506-68.7% |
| Participant deferral / active EE | $3,136 | $4,840-35.2% | $4,564-31.3% | $4,310-27.2% |
| Admin fee / account holder | $206 | $157+31.0% | $8,445-97.6% | $188+9.7% |