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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $225,997 |
BEACON POINTE ADVISORS LLC2+ years Filed as: BEACON FINANCIAL PARTNERS Service code 16 · EIN 45-4846725 | Consulting | $37,820 |
GATEWAY WEALTH, INC.2+ years Service code 16 · EIN 34-1717234 | Consulting | $37,820 |
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 | $63,176 | $82,279-23.2% | $77,999-19.0% | $63,975-1.2% |
| Participation rate | 96.4% | 84.7%+11.7pp | 75.5%+20.9pp | 71.1%+25.3pp |
| Annual return | 7.09% | 11.20%-4.1pp | 425.96%-418.9pp | 48.65%-41.6pp |
| Employer contribution / active EE | $2,124 | $3,297-35.6% | $2,470-14.0% | $2,182-2.7% |
| Participant deferral / active EE | $4,508 | $4,538-0.7% | $3,497+28.9% | $3,356+34.3% |
| Admin fee / account holder | $200 | $81+146.0% | $5,480-96.3% | $70+184.3% |