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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $27,303 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,427 |
Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $6,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,118 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,722 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,339 | $30,086-45.7% | $61,373-73.4% | $64,808-74.8% |
| Participation rate | 90.4% | 36.4%+54.0pp | 52.6%+37.8pp | 71.5%+18.9pp |
| Annual return | -17.94% | -13.99%-4.0pp | 338.61%-356.6pp | 32.82%-50.8pp |
| Employer contribution / active EE | $225 | $536-58.0% | $1,159-80.6% | $2,506-91.0% |
| Participant deferral / active EE | $1,017 | $1,126-9.7% | $2,125-52.1% | $4,310-76.4% |
| Admin fee / account holder | $60 | $148-59.7% | $2,130-97.2% | $188-68.2% |