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 13 · EIN 42-0127290 | Contract Administrator | $141,806 |
Filed as: GALLAGHER FIDUCIARY ADVI Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,677 | $119,446+9.4% | $150,045-12.9% | $85,563+52.7% |
| Participation rate | 81.3% | 75.4%+5.8pp | 82.3%-1.1pp | 66.0%+15.3pp |
| Annual return | 15.77% | 23.72%-8.0pp | 62.55%-46.8pp | 31.51%-15.7pp |
| Employer contribution / active EE | $3,613 | $4,078-11.4% | $4,693-23.0% | $2,654+36.2% |
| Participant deferral / active EE | $10,858 | $7,985+36.0% | $7,997+35.8% | $4,375+148.2% |
| Admin fee / account holder | $382 | $548-30.1% | $13,435-97.2% | $834-54.1% |