Filed January 21, 2025
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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $151,653 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $11,436 |
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 | $187,255 | $75,284+148.7% | $91,001+105.8% | $69,631+168.9% |
| Participation rate | 94.4% | 80.4%+14.0pp | 75.6%+18.8pp | 70.7%+23.7pp |
| Annual return | 17.08% | 48.40%-31.3pp | 4.60%+12.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $3,001 | $2,473+21.4% | $2,456+22.2% | $2,032+47.7% |
| Participant deferral / active EE | $6,160 | $3,700+66.5% | $3,547+73.6% | $3,224+91.1% |
| Admin fee / account holder | $276 | $111+149.4% | $5,417-94.9% | $110+149.7% |