Filed January 11, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,034 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,105 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,010 | $68,413-31.3% | $123,104-61.8% | $55,191-14.8% |
| Participation rate | 80.7% | 84.5%-3.8pp | 86.8%-6.1pp | 69.2%+11.5pp |
| Annual return | 0.72% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,357 | $3,050-55.5% | $5,151-73.7% | $1,899-28.5% |
| Participant deferral / active EE | $3,547 | $4,490-21.0% | $6,230-43.1% | $3,046+16.4% |
| Admin fee / account holder | $48 | $88-44.9% | $9,015-99.5% | $91-46.7% |