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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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $236,456 |
BEACON POINTE ADVISORS LLC1+ years Filed as: BEACON FINANCIAL PARTNERS Service code 16 · EIN 45-4846725 | Consulting | $39,367 |
GATEWAY WEALTH, INC.1+ years Service code 16 · EIN 34-1717234 | Consulting | $39,367 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,216 | $81,321-33.3% | $68,509-20.9% | $59,188-8.4% |
| Participation rate | 96.6% | 83.8%+12.7pp | 74.7%+21.8pp | 69.4%+27.2pp |
| Annual return | -0.95% | 4.65%-5.6pp | 8.27%-9.2pp | 5.51%-6.5pp |
| Employer contribution / active EE | $3,250 | $3,297-1.4% | $2,278+42.7% | $2,098+54.9% |
| Participant deferral / active EE | $4,062 | $4,592-11.6% | $3,382+20.1% | $3,265+24.4% |
| Admin fee / account holder | $190 | $62+207.5% | $5,275-96.4% | $92+105.8% |