See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,780 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC. Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,333 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,667 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,667 | $75,183-27.3% | $123,892-55.9% | $55,167-0.9% |
| Participation rate | 70.1% | 72.8%-2.7pp | 81.4%-11.3pp | 69.0%+1.1pp |
| Annual return | 4.54% | 19.01%-14.5pp | 47.52%-43.0pp | 169.23%-164.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,908 | $5,084-42.8% | $5,984-51.4% | $3,054-4.8% |
| Admin fee / account holder | $141 | $663-78.8% | $8,357-98.3% | $504-72.1% |