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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $66,073 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 401 S TRYON STREET, 19TH FL · CHARLOTTE, NC 282881207 | Advisory (Participants) | $16,787 |
TRINITY PENSION CONSULTANTS5 years Service code 14 202 MONTROSE W AVE · AKRON, OH 44321 | Plan Administrator | $8,786 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADV INS AGY LLC Service code 26 401 S TRYON STREET, 19TH FL · CHARLOTTE, NC 282881207 | Advisory (Participants) | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,513 | $54,573+49.4% | $90,951-10.4% | $73,488+10.9% |
| Participation rate | 45.5% | 61.2%-15.7pp | 69.0%-23.5pp | 70.7%-25.2pp |
| Annual return | 15.05% | 16.69%-1.6pp | 134.60%-119.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $561 | $991-43.4% | $2,122-73.5% | $2,270-75.3% |
| Participant deferral / active EE | $2,189 | $2,517-13.0% | $3,373-35.1% | $3,740-41.5% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |