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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $865,183 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES CONSULTING Service code 16 · EIN 13-2638166 | Consulting | $85,000 |
FINDLEY1 year Service code 49 · EIN 34-1213174 | Other Services | $18,573 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS, BONE, AND GRIESBECK Service code 10 · EIN 62-0428728 | Accounting | $17,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $11,987 |
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 | $21,916 | $26,810-18.3% | $76,523-71.4% | $73,367-70.1% |
| Participation rate | 95.3% | 34.6%+60.7pp | 68.0%+27.3pp | 69.5%+25.8pp |
| Annual return | -4.75% | 17.04%-21.8pp | -0.27%-4.5pp | 173.45%-178.2pp |
| Employer contribution / active EE | $896 | $503+78.4% | $2,647-66.1% | $2,499-64.1% |
| Participant deferral / active EE | $2,109 | $1,312+60.7% | $3,835-45.0% | $4,033-47.7% |
| Admin fee / account holder | $71 | $71-0.3% | $4,848-98.5% | $68+3.1% |