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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $154,658 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $11,808 |
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 | $170,587 | $65,223+161.5% | $80,019+113.2% | $55,725+206.1% |
| Participation rate | 94.9% | 80.6%+14.4pp | 75.8%+19.1pp | 70.9%+24.1pp |
| Annual return | -3.98% | 7.59%-11.6pp | 11.22%-15.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,037 | $2,544+19.4% | $2,468+23.1% | $2,078+46.1% |
| Participant deferral / active EE | $6,446 | $3,881+66.1% | $3,686+74.9% | $3,356+92.1% |
| Admin fee / account holder | $275 | $114+141.1% | $6,521-95.8% | $115+139.1% |