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.3 years Filed as: WELLS FARGO Service code 27 9465 MONTGOMERY ROAD · CINCINNATI, OH 45242 | Advisory (Plan) | $38,032 |
Filed as: JOHN HANCOCK Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $23,044 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,281 | $75,388-62.5% | $123,544-77.1% | $55,725-49.2% |
| Participation rate | 81.1% | 75.7%+5.5pp | 82.3%-1.2pp | 70.9%+10.3pp |
| Annual return | -7.91% | 4.48%-12.4pp | 119.20%-127.1pp | 244.93%-252.8pp |
| Employer contribution / active EE | $2,358 | $3,063-23.0% | $4,628-49.0% | $2,078+13.5% |
| Participant deferral / active EE | $5,284 | $5,651-6.5% | $6,426-17.8% | $3,356+57.5% |
| Admin fee / account holder | $228 | $120+90.3% | $9,284-97.5% | $115+97.9% |