Filed February 23, 2026 (most recent of 3 filings on file)
Total covered: 63 employees
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 6-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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $425,970 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $42,886 |
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 | $111,516 | $127,481-12.5% | $149,696-25.5% | $90,288+23.5% |
| Participation rate | 94.2% | 78.2%+16.0pp | 82.5%+11.8pp | 73.4%+20.9pp |
| Annual return | 18.67% | 57.78%-39.1pp | 276.60%-257.9pp | 53.97%-35.3pp |
| Employer contribution / active EE | $1,702 | $3,448-50.6% | $4,644-63.4% | $2,524-32.6% |
| Participant deferral / active EE | $7,620 | $6,975+9.2% | $6,842+11.4% | $4,232+80.0% |
| Admin fee / account holder | $138 | $152-9.2% | $9,309-98.5% | $114+20.8% |