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.1+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $58,999 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,800 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,526 | $72,770-5.8% | $67,652+1.3% | $55,191+24.2% |
| Participation rate | 92.0% | 78.8%+13.2pp | 75.7%+16.3pp | 69.2%+22.8pp |
| Annual return | -0.94% | -3.26%+2.3pp | 6625.04%-6626.0pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,770 | $1,769+0.1% | $2,266-21.9% | $1,899-6.8% |
| Participant deferral / active EE | $5,813 | $3,408+70.6% | $3,560+63.3% | $3,046+90.8% |
| Admin fee / account holder | $163 | $79+107.0% | $4,821-96.6% | $91+79.7% |