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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $316,751 |
MORNINGSTAR4 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $23,841 |
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 | $95,322 | $56,095+69.9% | $178,490-46.6% | $90,288+5.6% |
| Participation rate | 73.5% | 65.6%+7.9pp | 81.9%-8.4pp | 73.4%+0.1pp |
| Annual return | 14.93% | 28.81%-13.9pp | 151.07%-136.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $1,658 | $1,572+5.5% | $5,011-66.9% | $2,524-34.3% |
| Participant deferral / active EE | $3,461 | $2,669+29.7% | $5,202-33.5% | $4,232-18.2% |
| Admin fee / account holder | $176 | $101+74.5% | $13,984-98.7% | $114+54.0% |