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 ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $33,623 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,160 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $35 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $166,986 | $72,404+130.6% | $110,238+51.5% | $64,186+160.2% |
| Participation rate | 96.7% | 73.3%+23.4pp | 79.8%+16.9pp | 69.6%+27.2pp |
| Annual return | -5.58% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,376 | $2,282+48.0% | $3,826-11.8% | $2,381+41.8% |
| Participant deferral / active EE | $3,410 | $3,469-1.7% | $4,672-27.0% | $3,470-1.7% |
| Admin fee / account holder | $288 | $5,664-94.9% | $8,547-96.6% | $4,888-94.1% |