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.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $75,320 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,068 |
TD AMERITRADE, INC.4+ years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $3,432 |
TD AMERITRADE, INC.4+ 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 | $178,380 | $73,102+144.0% | $123,544+44.4% | $56,287+216.9% |
| Participation rate | 97.5% | 74.3%+23.2pp | 82.3%+15.2pp | 69.9%+27.6pp |
| Annual return | -4.64% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $7,871 | $2,977+164.4% | $4,628+70.1% | $2,111+272.9% |
| Participant deferral / active EE | $8,992 | $5,423+65.8% | $6,426+39.9% | $3,350+168.4% |
| Admin fee / account holder | $219 | $554-60.4% | $9,284-97.6% | $521-57.9% |