Filed December 27, 2024
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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $76,099 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $18,495 |
TD AMERITRADE, INC.3+ years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,569 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,995 | $155,795+20.0% | $136,294+37.2% | $69,631+168.6% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 19.61% | 232464.33%-232444.7pp | 5155.94%-5136.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $7,345 | $2,991+145.6% | $4,695+56.4% | $2,032+261.4% |
| Participant deferral / active EE | $8,553 | $5,394+58.6% | $6,247+36.9% | $3,224+165.3% |
| Admin fee / account holder | $270 | $128+110.7% | $9,243-97.1% | $110+144.7% |