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 FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,396 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,772 | $59,417-46.5% | $93,606-66.1% | $74,495-57.4% |
| Participation rate | 77.0% | 59.7%+17.4pp | 68.7%+8.3pp | 67.2%+9.8pp |
| Annual return | 11.92% | 81.83%-69.9pp | 133.20%-121.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $542 | $1,264-57.1% | $2,420-77.6% | $2,623-79.3% |
| Participant deferral / active EE | $3,048 | $3,050-0.1% | $4,411-30.9% | $4,346-29.9% |
| Admin fee / account holder | $203 | $3,021-93.3% | $8,285-97.5% | $1,942-89.5% |