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.9+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $138,292 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $16,850 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$125,430 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $472,327 | $80,724+485.1% | $103,333+357.1% | $74,495+534.0% |
| Participation rate | 95.6% | 65.7%+29.9pp | 74.5%+21.1pp | 67.2%+28.4pp |
| Annual return | 14.76% | 27.56%-12.8pp | 24.88%-10.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $12,667 | $3,157+301.2% | $3,868+227.5% | $2,623+382.9% |
| Participant deferral / active EE | $14,759 | $3,860+282.3% | $5,057+191.8% | $4,346+239.6% |
| Admin fee / account holder | $140 | $2,368-94.1% | $8,355-98.3% | $1,942-92.8% |