See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $54,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,303 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,295 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,214 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,575 | $55,472+175.0% | $155,567-1.9% | $74,546+104.7% |
| Participation rate | 93.8% | 61.9%+31.8pp | 78.2%+15.6pp | 67.2%+26.5pp |
| Annual return | 15.32% | 268.72%-253.4pp | 64.74%-49.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $5,389 | $2,269+137.5% | $4,674+15.3% | $2,624+105.3% |
| Participant deferral / active EE | $15,339 | $2,838+440.5% | $5,628+172.6% | $4,347+252.8% |
| Admin fee / account holder | $403 | $1,743-76.9% | $15,916-97.5% | $1,944-79.2% |