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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.
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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) | $14,591 |
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 | $81,304 | $71,516+13.7% | $98,439-17.4% | $71,457+13.8% |
| Participation rate | 84.5% | 72.7%+11.8pp | 75.2%+9.4pp | 67.9%+16.6pp |
| Annual return | 14.20% | 32.41%-18.2pp | 21.16%-7.0pp | 28.85%-14.6pp |
| Employer contribution / active EE | $2,048 | $2,399-14.6% | $3,048-32.8% | $2,588-20.8% |
| Participant deferral / active EE | $5,332 | $4,109+29.8% | $4,738+12.5% | $4,289+24.3% |
| Admin fee / account holder | $256 | $1,675-84.7% | $8,948-97.1% | $1,587-83.9% |