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 7-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.6 years Filed as: WELLS FARGO Service code 27 · EIN 34-1542819 | Advisory (Plan) | $86,636 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 ONE OXFORD CENTRE · PITTSBURGH, PA 15219 | Legal | $86,382 |
DEFINITI LLC5 years Filed as: DEFINITI Service code 11 · EIN 85-0833363 | Actuarial | $37,380 |
Service code 10 · EIN 25-1690617 | Accounting | $26,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $505,629-100.0% | $505,629-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 42.2%-42.2pp | 39.0%-39.0pp | 39.2%-39.2pp |
| Annual return | 6.19% | 8.36%-2.2pp | 8.40%-2.2pp | 13.91%-7.7pp |
| Employer contribution / active EE | $0 | $40,567-100.0% | $39,312-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $38,466-100.0% | $38,466-100.0% | $41,846-100.0% |