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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $762,296 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIAATES, LL Service code 27 · EIN 36-4317381 | Advisory (Plan) | $17,120 |
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 | $35,650 | $37,542-5.0% | $89,391-60.1% | $93,223-61.8% |
| Participation rate | 93.7% | 36.7%+57.0pp | 68.0%+25.7pp | 74.9%+18.8pp |
| Annual return | 17.13% | 16.65%+0.5pp | 245.62%-228.5pp | 19.29%-2.2pp |
| Employer contribution / active EE | $940 | $644+46.1% | $2,586-63.6% | $2,680-64.9% |
| Participant deferral / active EE | $2,470 | $1,684+46.6% | $3,890-36.5% | $4,563-45.9% |
| Admin fee / account holder | $65 | $107-39.0% | $4,881-98.7% | $79-17.7% |