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 6500 WEST FREEWAY · FORT WORTH, TX 76116 | Advisory (Participants) | $13,455 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $258 |
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 | $63,168 | $58,083+8.8% | $80,019-21.1% | $56,287+12.2% |
| Participation rate | 87.4% | 73.6%+13.8pp | 75.8%+11.6pp | 69.9%+17.6pp |
| Annual return | -6.82% | 34.61%-41.4pp | 11.22%-18.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,702 | $1,932-11.9% | $2,468-31.0% | $2,111-19.4% |
| Participant deferral / active EE | $4,454 | $3,135+42.1% | $3,686+20.8% | $3,350+33.0% |
| Admin fee / account holder | $116 | $623-81.3% | $6,521-98.2% | $521-77.7% |