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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $151,674 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $11,441 |
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 | $215,009 | $74,347+189.2% | $93,606+129.7% | $67,579+218.2% |
| Participation rate | 95.2% | 80.6%+14.6pp | 75.8%+19.4pp | 71.3%+23.9pp |
| Annual return | 22.48% | 28.07%-5.6pp | 32.76%-10.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $3,269 | $2,583+26.6% | $2,718+20.3% | $2,148+52.2% |
| Participant deferral / active EE | $6,897 | $4,060+69.9% | $4,069+69.5% | $3,539+94.9% |
| Admin fee / account holder | $283 | $123+130.8% | $7,888-96.4% | $142+99.0% |