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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 35-1542819 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Fees | $18,387 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $4,043 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $3,199 |
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 | $43,768 | $88,515-50.6% | $162,163-73.0% | $67,579-35.2% |
| Participation rate | 97.6% | 86.8%+10.8pp | 87.6%+10.1pp | 71.3%+26.3pp |
| Annual return | 44.27% | 27.04%+17.2pp | 115.59%-71.3pp | 378.56%-334.3pp |
| Employer contribution / active EE | $3,642 | $3,563+2.2% | $5,614-35.1% | $2,148+69.6% |
| Participant deferral / active EE | $5,945 | $5,724+3.9% | $7,298-18.5% | $3,539+68.0% |
| Admin fee / account holder | $42 | $124-66.2% | $10,843-99.6% | $142-70.6% |