Filings through .
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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 23-2384840 | Investment Management | $84,889 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $61,236 |
MACNELL ACCOUNTING & CONSULTING,LLP10+ years Service code 10 · EIN 30-0510353 | Accounting | $59,008 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES Service code 14 · EIN 62-1200951 | Plan Administrator | $37,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 28 · EIN 01-0233346 | Investment Management | $28,525 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES BLACK Service code 20 · EIN 37-6122834 | Trustee (individual); Direct payment ... | $18,883 |
IRONWORKERS LOCAL UNION 38010+ years Service code 14 · EIN 37-0607813 | Plan Administrator | $14,371 |
HUNT INSURANCE AGENCY, INC.6 years Service code 22 · EIN 36-2730032 | Insurance Broker | $7,733 |
JEREMY PALMER8 years Filed as: JEREMY OCHS Service code 20 · EIN 37-6122834 | Direct payment from the plan; Trustee... | $5,581 |
14 funds of $250K or more; 20 lines in all, holding $28.0M of the plan's $35.6M. From the 2025 filing. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $5.6M | 20.1% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $5.0M | 17.9% |
| Fidelity Advisor Equity Growth Fund Class I Fidelity (FMR) · Mutual fund | $4.6M | 16.5% |
| BNY Mellon Dynamic Value Fd BNY · Other | $4.5M | 16.1% |
| Goldman GQG Prtnrs Intl Opp In Goldman Sachs · Other | $2.3M | 8.2% |
| Columbia Mid Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $1.3M | 4.7% |
| Columbia Small Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $1.3M | 4.5% |
| MFS Mid Cap Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $693K | 2.5% |
| Eaton Vance Atlanta Cap Smid-Cap Morgan Stanley · Other | $378K | 1.4% |
| Common/Collective Trust Columbia Trust Stable Govt Adm30 Ameriprise (Columbia Threadneedle) · Collective trust | $343K | 1.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.