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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,194 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $12,258 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 37-1090568 | Advisory (Plan) | $5,273 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,567 | $86,655+20.7% | $119,609-12.6% | $66,914+56.3% |
| Participation rate | 81.3% | 75.6%+5.7pp | 79.3%+2.0pp | 69.8%+11.4pp |
| Annual return | -13.95% | -8.00%-5.9pp | -14.97%+1.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $3,014 | $2,536+18.9% | $4,232-28.8% | $2,544+18.5% |
| Participant deferral / active EE | $7,143 | $4,358+63.9% | $5,602+27.5% | $4,237+68.6% |
| Admin fee / account holder | $370 | $755-51.0% | $10,323-96.4% | $593-37.6% |