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 CAPITAL ADVISORS LLC Service code 26 · EIN 45-6618198 1100 TATE LN · ARGYLE, TX 76226 | Advisory (Participants) | $17,033 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,080 | $78,485+18.6% | $106,213-12.4% | $74,495+24.9% |
| Participation rate | 82.8% | 72.8%+10.0pp | 75.3%+7.6pp | 67.2%+15.6pp |
| Annual return | 12.79% | 15.95%-3.2pp | 116.14%-103.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,096 | $2,523-16.9% | $3,171-33.9% | $2,623-20.1% |
| Participant deferral / active EE | $5,353 | $4,322+23.8% | $5,016+6.7% | $4,346+23.2% |
| Admin fee / account holder | $291 | $2,232-87.0% | $11,033-97.4% | $1,942-85.0% |