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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $754,778 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES CONSULTING Service code 16 · EIN 13-2638166 | Consulting | $85,000 |
BPS&M3+ years Service code 49 · EIN 62-0853448 | Other Services | $40,635 |
Filed as: REYNOLDS, BONE, AND GRIESBECK Service code 10 · EIN 62-0428728 | Accounting | $18,255 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $10,308 |
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 | $22,449 | $29,988-25.1% | $81,478-72.4% | $80,976-72.3% |
| Participation rate | 94.1% | 32.0%+62.1pp | 68.0%+26.1pp | 68.3%+25.8pp |
| Annual return | 28.71% | 51.73%-23.0pp | 38.78%-10.1pp | 22.91%+5.8pp |
| Employer contribution / active EE | $868 | $470+84.9% | $2,568-66.2% | $2,402-63.9% |
| Participant deferral / active EE | $1,952 | $1,209+61.5% | $3,537-44.8% | $3,848-49.3% |
| Admin fee / account holder | $63 | $63-0.2% | $4,561-98.6% | $67-7.1% |