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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.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $537,881 |
HUMANOMICS1+ years Service code 27 · EIN 95-3669952 | Advisory (Plan) | $318,049 |
CENKO, VENDITTELLI & HAYNES1+ years Service code 27 · EIN 81-0584482 | Advisory (Plan) | $93,825 |
INTERNATIONAL1+ years Service code 27 · EIN 38-1294556 | Advisory (Plan) | $43,202 |
BOON ADMINISTRATIVE SERVICES INC1+ years Filed as: BOON Service code 27 · EIN 33-0449333 | Advisory (Plan) | $40,113 |
FINANCIAL WEST GROUP1+ years Service code 27 · EIN 95-3989258 | Advisory (Plan) | $38,318 |
Service code 27 · EIN 38-3093929 | Advisory (Plan) | $37,995 |
COWDEN ASSOCIATES, INC.1+ years Filed as: COWDEN ASSOCIATES Service code 27 · EIN 25-1750131 | Advisory (Plan) | $26,963 |
VARNUM LLP1+ years Filed as: VARNUM, RIDDERING, SCHMIDT & HOWLET Service code 27 · EIN 38-1294924 | Advisory (Plan) | $12,008 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,194 | $69,651-91.1% | $73,843-91.6% | $69,651-91.1% |
| Participation rate | 91.5% | 66.6%+25.0pp | 73.4%+18.1pp | 66.6%+25.0pp |
| Annual return | -2.26% | 53.77%-56.0pp | 2267.84%-2270.1pp | 53.77%-56.0pp |
| Employer contribution / active EE | $1,837 | $2,241-18.0% | $2,787-34.1% | $2,241-18.0% |
| Participant deferral / active EE | $47 | $3,635-98.7% | $3,583-98.7% | $3,635-98.7% |
| Admin fee / account holder | $93 | $63+47.6% | $4,880-98.1% | $63+47.6% |