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.10+ years Service code 49 · EIN 41-0449260 | Other Services | $119,625 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,123 |
GUTIERREZ, MARTINEZ & CO LLP10+ years Service code 10 · EIN 46-4553305 | Accounting | $15,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 9.47% | 9.14%+0.3pp | 16.77%-7.3pp | 9.14%+0.3pp |
| Employer contribution / active EE | $4,536 | $19,963-77.3% | $28,306-84.0% | $19,963-77.3% |
| Participant deferral / active EE | $363 | $919-60.5% | $40+817.5% | $919-60.5% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |