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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,307 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,283 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 23-2384840 | Consulting | $10,000 |
Filed as: BEACH FLEISCHMAN PC Service code 10 · EIN 86-0683059 | Accounting | $8,100 |
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 | $43,883 | $40,113+9.4% | $84,015-47.8% | $77,787-43.6% |
| Participation rate | 97.0% | 62.8%+34.2pp | 69.0%+28.0pp | 73.2%+23.8pp |
| Annual return | 22.46% | 23.27%-0.8pp | 71.31%-48.8pp | 32.57%-10.1pp |
| Employer contribution / active EE | $342 | $847-59.6% | $1,983-82.7% | $2,504-86.3% |
| Participant deferral / active EE | $3,873 | $2,030+90.8% | $3,239+19.6% | $3,967-2.4% |
| Admin fee / account holder | $55 | $92-39.7% | $6,101-99.1% | $100-44.8% |