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.6+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $17,281 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,481 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $848 |
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 | $30,237 | $61,156-50.6% | $185,823-83.7% | $79,386-61.9% |
| Participation rate | 96.9% | 66.6%+30.2pp | 81.7%+15.2pp | 70.7%+26.1pp |
| Annual return | 32.05% | 19.45%+12.6pp | 122.05%-90.0pp | 116.85%-84.8pp |
| Employer contribution / active EE | $3,503 | $2,321+51.0% | $5,167-32.2% | $2,427+44.3% |
| Participant deferral / active EE | $2,220 | $2,789-20.4% | $5,568-60.1% | $4,046-45.1% |
| Admin fee / account holder | $7 | $710-99.0% | $16,237-100.0% | $626-98.8% |