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 |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $141,392 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 15 · EIN 34-1542819 | Recordkeeping | $72,333 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP CHARTERED Service code 10 · EIN 51-1219029 | Accounting | $7,983 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,258 | $73,102+83.7% | $123,544+8.7% | $56,287+138.5% |
| Participation rate | 93.8% | 74.3%+19.4pp | 82.3%+11.5pp | 69.9%+23.9pp |
| Annual return | -5.20% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $7,454 | $2,977+150.4% | $4,628+61.1% | $2,111+253.1% |
| Participant deferral / active EE | $7,963 | $5,423+46.8% | $6,426+23.9% | $3,350+137.7% |
| Admin fee / account holder | $864 | $554+56.1% | $9,284-90.7% | $521+65.9% |