Filed May 22, 2025
Total covered: 12 employees
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 | $115,039 |
BOKF, NA1 year Filed as: BOK FINANCIAL CORPORATION Service code 10 · EIN 73-0780382 | Accounting | $33,834 |
Filed as: SCHMIDT WESTERGARD Service code 27 · EIN 86-0271207 | Advisory (Plan) | $8,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,681 | $53,911-46.8% | $130,648-78.0% | $77,787-63.1% |
| Participation rate | 55.0% | 60.2%-5.2pp | 71.7%-16.7pp | 73.2%-18.2pp |
| Annual return | 23.96% | 21.93%+2.0pp | 1708.96%-1685.0pp | 32.57%-8.6pp |
| Employer contribution / active EE | $805 | $1,826-55.9% | $4,092-80.3% | $2,504-67.9% |
| Participant deferral / active EE | $957 | $2,288-58.2% | $3,603-73.4% | $3,967-75.9% |
| Admin fee / account holder | $135 | $129+4.6% | $5,464-97.5% | $100+34.5% |