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 CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $63,811 |
SANCTUARY SECURITIES INC1 year Service code 55 · EIN 36-2957364 | Other Commissions | $23,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,245 | $104,317-16.4% | $159,436-45.3% | $86,799+0.5% |
| Participation rate | 94.2% | 77.7%+16.5pp | 82.8%+11.4pp | 72.3%+22.0pp |
| Annual return | 17.70% | 26.32%-8.6pp | 263.57%-245.9pp | 97.91%-80.2pp |
| Employer contribution / active EE | $1,601 | $3,451-53.6% | $4,829-66.8% | $2,405-33.4% |
| Participant deferral / active EE | $8,339 | $6,837+22.0% | $7,352+13.4% | $4,131+101.9% |
| Admin fee / account holder | $6 | $172-96.5% | $10,799-99.9% | $170-96.5% |