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 5-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 | $52,418 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC 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.)
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 | $229,424 | $69,454+230.3% | $180,183+27.3% | $74,304+208.8% |
| Participation rate | 98.0% | 61.8%+36.2pp | 77.4%+20.6pp | 60.3%+37.7pp |
| Annual return | 18.42% | 25.86%-7.4pp | 27.86%-9.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $22,338 | $3,155+608.1% | $5,039+343.3% | $2,241+896.7% |
| Participant deferral / active EE | $20,110 | $4,662+331.4% | $6,822+194.8% | $3,767+433.8% |
| Admin fee / account holder | $467 | $3,036-84.6% | $19,975-97.7% | $2,969-84.3% |