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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.
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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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,515 |
FAMILY ASSET MANAGEMENT LLC3 years Filed as: FAMILY ASSET MANAGEMENT, LLC Service code 27 · EIN 20-0273986 | Advisory (Plan) | $5,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $31,469 | $66,813-52.9% | $100,516-68.7% | $73,488-57.2% |
| Participation rate | 52.8% | 77.5%-24.7pp | 79.4%-26.6pp | 70.7%-17.9pp |
| Annual return | 16.71% | 25.70%-9.0pp | 30.89%-14.2pp | 28.51%-11.8pp |
| Employer contribution / active EE | $677 | $2,147-68.5% | $3,418-80.2% | $2,270-70.2% |
| Participant deferral / active EE | $2,695 | $5,883-54.2% | $6,270-57.0% | $3,740-27.9% |
| Admin fee / account holder | $351 | $512-31.4% | $8,081-95.7% | $513-31.6% |