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) | $32,233 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,305 | $56,767-32.5% | $101,794-62.4% | $85,563-55.2% |
| Participation rate | 58.6% | 57.6%+1.0pp | 69.2%-10.6pp | 66.0%-7.4pp |
| Annual return | 13.99% | 17.76%-3.8pp | 30.53%-16.5pp | 31.51%-17.5pp |
| Employer contribution / active EE | $520 | $1,112-53.2% | $2,289-77.3% | $2,654-80.4% |
| Participant deferral / active EE | $1,768 | $2,720-35.0% | $4,084-56.7% | $4,375-59.6% |
| Admin fee / account holder | $256 | $1,098-76.7% | $8,777-97.1% | $834-69.3% |