Filed June 12, 2025 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $245,476 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $184,229 |
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 | $57,846 | $47,456+21.9% | $172,739-66.5% | $77,787-25.6% |
| Participation rate | 97.1% | 66.3%+30.9pp | 82.6%+14.5pp | 73.2%+23.9pp |
| Annual return | 21.97% | 35.57%-13.6pp | 802.84%-780.9pp | 32.57%-10.6pp |
| Employer contribution / active EE | $2,596 | $1,574+64.9% | $5,143-49.5% | $2,504+3.7% |
| Participant deferral / active EE | $4,496 | $2,560+75.7% | $5,198-13.5% | $3,967+13.3% |
| Admin fee / account holder | $93 | $81+15.1% | $13,954-99.3% | $100-7.0% |