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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,854 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $12,288 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,885 | $55,636-64.3% | $81,983-75.7% | $73,488-72.9% |
| Participation rate | 79.9% | 62.3%+17.6pp | 69.2%+10.7pp | 70.7%+9.2pp |
| Annual return | 25.28% | 19.07%+6.2pp | 41.31%-16.0pp | 28.51%-3.2pp |
| Employer contribution / active EE | $1,156 | $1,625-28.8% | $2,498-53.7% | $2,270-49.1% |
| Participant deferral / active EE | $2,761 | $2,7620% | $3,722-25.8% | $3,740-26.2% |
| Admin fee / account holder | $130 | $493-73.7% | $5,664-97.7% | $513-74.7% |