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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $4,769 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $21,061 | $50,385-58.2% | $75,670-72.2% | $62,292-66.2% |
| Participation rate | 74.7% | 67.7%+7.0pp | 72.3%+2.4pp | 69.5%+5.2pp |
| Annual return | 16.98% | 19.90%-2.9pp | 27.34%-10.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,058 | $2,445-56.7% | $3,142-66.3% | $3,169-66.6% |
| Admin fee / account holder | $2 | $384-99.4% | $5,800-100.0% | $479-99.5% |