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 | $109,233 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $85,506 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,625 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,660 | $86,225+10.9% | $146,665-34.8% | $86,799+10.2% |
| Participation rate | 97.4% | 78.0%+19.4pp | 80.1%+17.3pp | 72.3%+25.1pp |
| Annual return | 13.61% | 31.23%-17.6pp | 22.74%-9.1pp | 97.91%-84.3pp |
| Employer contribution / active EE | $5,810 | $2,392+142.9% | $4,136+40.5% | $2,405+141.5% |
| Participant deferral / active EE | $4,277 | $4,245+0.8% | $5,506-22.3% | $4,131+3.5% |
| Admin fee / account holder | $406 | $195+108.1% | $10,280-96.0% | $170+139.7% |