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 FIN NETWORK LL Service code 55 | Other Commissions | $911,739 |
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,929 |
INTAC ACTUARIAL SERVICES6+ years Service code 13 · EIN 22-2446239 | Contract Administrator | $6,550 |
Filed as: GREAT WESTLIFE ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,900 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 55 NETWORK LL · ST LOUIS, MO 63103 | Other Commissions | $0 |
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 | $91,145 | $78,419+16.2% | $133,956-32.0% | $73,409+24.2% |
| Participation rate | 94.4% | 78.6%+15.8pp | 79.8%+14.6pp | 72.2%+22.2pp |
| Annual return | 14.16% | 33.35%-19.2pp | 45.09%-30.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $8,743 | $2,044+327.8% | $3,919+123.1% | $2,234+291.4% |
| Participant deferral / active EE | $5,763 | $3,925+46.8% | $5,048+14.2% | $3,805+51.5% |
| Admin fee / account holder | $35 | $161-78.2% | $8,927-99.6% | $158-77.7% |