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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.
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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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $75,536 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,672 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $24,513 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH BROWN Service code 10 · EIN 22-2027092 | Accounting | $16,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,283 | $54,237-25.7% | $90,281-55.4% | $67,579-40.4% |
| Participation rate | 59.4% | 68.6%-9.2pp | 73.3%-13.9pp | 71.3%-11.9pp |
| Annual return | 25.34% | 37.27%-11.9pp | 78.10%-52.8pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,622 | $1,846-12.2% | $2,854-43.2% | $2,148-24.5% |
| Participant deferral / active EE | $4,485 | $2,625+70.8% | $3,885+15.4% | $3,539+26.7% |
| Admin fee / account holder | $223 | $123+81.1% | $5,351-95.8% | $142+57.0% |