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.4 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $10,890 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $0 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $289,682-100.0% | $671,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | - |
| Annual return | 21.64% | 43.80%-22.2pp | 10.76%+10.9pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $68,795-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $229-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $6,717-100.0% | - |