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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,096 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,243 | $122,239-33.5% | $184,203-55.9% | $74,495+9.1% |
| Participation rate | 85.2% | 85.5%-0.3pp | 86.8%-1.6pp | 67.2%+18.0pp |
| Annual return | 20.08% | 19.95%+0.1pp | 28.81%-8.7pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $6,480 | $4,537+42.8% | $6,427+0.8% | $2,623+147.1% |
| Participant deferral / active EE | $14,101 | $7,139+97.5% | $9,131+54.4% | $4,346+224.5% |
| Admin fee / account holder | $311 | $1,260-75.3% | $13,901-97.8% | $1,942-84.0% |