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.1 year Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $148,646 |
BOKF, NA2 years Filed as: BOK FINANCIAL CORPORATION Service code 10 · EIN 73-0780382 | Accounting | $14,009 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $3,511 |
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 | $31,069 | $53,932-42.4% | $134,143-76.8% | $90,288-65.6% |
| Participation rate | 59.6% | 60.4%-0.8pp | 72.2%-12.6pp | 73.4%-13.8pp |
| Annual return | 13.39% | 23.16%-9.8pp | 36.33%-22.9pp | 53.97%-40.6pp |
| Employer contribution / active EE | $1,136 | $1,611-29.5% | $3,704-69.3% | $2,524-55.0% |
| Participant deferral / active EE | $1,432 | $2,432-41.1% | $3,499-59.1% | $4,232-66.2% |
| Admin fee / account holder | $142 | $104+36.9% | $6,684-97.9% | $114+24.3% |