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 13 · EIN 42-0127290 | Contract Administrator | $36,826 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,339 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,100 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,887 | $61,058-34.7% | $71,209-44.0% | $85,563-53.4% |
| Participation rate | 73.2% | 58.6%+14.7pp | 73.8%-0.5pp | 66.0%+7.3pp |
| Annual return | 12.27% | 100.41%-88.1pp | 282.51%-270.2pp | 31.51%-19.2pp |
| Employer contribution / active EE | $1,640 | $2,199-25.4% | $2,721-39.7% | $2,654-38.2% |
| Participant deferral / active EE | $1,776 | $3,173-44.0% | $4,175-57.5% | $4,375-59.4% |
| Admin fee / account holder | $65 | $855-92.4% | $5,349-98.8% | $834-92.2% |