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) | $15,181 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $340 |
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 | $75,279 | $66,310+13.5% | $93,606-19.6% | $65,185+15.5% |
| Participation rate | 84.8% | 74.0%+10.8pp | 75.8%+8.9pp | 70.2%+14.6pp |
| Annual return | 19.62% | 42.58%-23.0pp | 32.76%-13.1pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,742 | $2,012-13.4% | $2,718-35.9% | $2,177-20.0% |
| Participant deferral / active EE | $4,456 | $3,342+33.3% | $4,069+9.5% | $3,514+26.8% |
| Admin fee / account holder | $161 | $6,897-97.7% | $7,888-98.0% | $847-81.0% |