See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $134,463 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $55,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $26,160 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
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 | $91,807 | $80,005+14.8% | $140,016-34.4% | $55,725+64.8% |
| Participation rate | 99.0% | 87.0%+12.0pp | 87.5%+11.5pp | 70.9%+28.1pp |
| Annual return | -3.83% | 0.46%-4.3pp | 651.12%-654.9pp | 244.93%-248.8pp |
| Employer contribution / active EE | $4,971 | $3,403+46.1% | $5,606-11.3% | $2,078+139.2% |
| Participant deferral / active EE | $7,838 | $5,264+48.9% | $6,927+13.2% | $3,356+133.6% |
| Admin fee / account holder | $144 | $116+24.6% | $10,705-98.7% | $115+25.1% |