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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $820,357 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES CONSULTING Service code 16 · EIN 13-2638166 | Consulting | $63,750 |
MORNINGSTAR4 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $14,595 |
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 | $26,846 | $32,762-18.1% | $84,611-68.3% | $89,569-70.0% |
| Participation rate | 95.1% | 34.6%+60.5pp | 68.2%+26.8pp | 69.6%+25.5pp |
| Annual return | 22.23% | 28.37%-6.1pp | 258.74%-236.5pp | 34.56%-12.3pp |
| Employer contribution / active EE | $1,056 | $564+87.3% | $2,652-60.2% | $2,584-59.1% |
| Participant deferral / active EE | $2,289 | $1,501+52.5% | $3,899-41.3% | $4,220-45.8% |
| Admin fee / account holder | $64 | $82-22.3% | $4,912-98.7% | $72-10.5% |