Filed February 25, 2026 (most recent of 4 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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $288,037 |
MORNINGSTAR3 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $19,877 |
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 | $82,860 | $47,456+74.6% | $172,739-52.0% | $77,787+6.5% |
| Participation rate | 76.7% | 66.3%+10.4pp | 82.6%-5.9pp | 73.2%+3.5pp |
| Annual return | 22.36% | 35.57%-13.2pp | 802.84%-780.5pp | 32.57%-10.2pp |
| Employer contribution / active EE | $1,699 | $1,574+7.9% | $5,143-67.0% | $2,504-32.2% |
| Participant deferral / active EE | $3,568 | $2,560+39.4% | $5,198-31.3% | $3,967-10.1% |
| Admin fee / account holder | $159 | $81+97.0% | $13,954-98.9% | $100+59.2% |