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.10+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $100,867 |
MILLER COOPER & CO LTD2 years Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $11,250 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$109,007 |
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 | $524,088 | $86,944+502.8% | $107,525+387.4% | $74,304+605.3% |
| Participation rate | 95.2% | 59.6%+35.7pp | 75.1%+20.1pp | 60.3%+34.9pp |
| Annual return | 17.44% | 23.52%-6.1pp | 181.32%-163.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $12,731 | $2,757+361.8% | $3,754+239.2% | $2,241+468.1% |
| Participant deferral / active EE | $14,477 | $3,554+307.3% | $5,116+183.0% | $3,767+284.3% |
| Admin fee / account holder | $14 | $3,727-99.6% | $8,919-99.8% | $2,969-99.5% |