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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 |
|---|---|---|
Filed as: GALLAGHER CAPITAL ADVISORS LLC Service code 26 · EIN 45-6618198 6500 WEST FREEWAY · FORT WORTH, TX 76116 | Advisory (Participants) | $13,106 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,698 | $56,629+31.9% | $77,999-4.2% | $55,167+35.4% |
| Participation rate | 67.9% | 73.3%-5.4pp | 75.5%-7.6pp | 69.0%-1.1pp |
| Annual return | 7.54% | 2866.98%-2859.4pp | 425.96%-418.4pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,401 | $1,723-18.7% | $2,470-43.3% | $1,963-28.6% |
| Participant deferral / active EE | $3,567 | $2,777+28.4% | $3,497+2.0% | $3,054+16.8% |
| Admin fee / account holder | $158 | $467-66.1% | $5,480-97.1% | $504-68.6% |