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 BANK,.N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $65,782 |
THE CENTURION GROUP, LLC5+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $14,583 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,417 |
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 | $106,569 | $88,515+20.4% | $162,163-34.3% | $67,579+57.7% |
| Participation rate | 99.1% | 86.8%+12.3pp | 87.6%+11.5pp | 71.3%+27.8pp |
| Annual return | 29.41% | 27.04%+2.4pp | 115.59%-86.2pp | 378.56%-349.1pp |
| Employer contribution / active EE | $3,803 | $3,563+6.7% | $5,614-32.3% | $2,148+77.1% |
| Participant deferral / active EE | $8,880 | $5,724+55.1% | $7,298+21.7% | $3,539+150.9% |
| Admin fee / account holder | $222 | $124+79.7% | $10,843-98.0% | $142+56.2% |