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.
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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 year Filed as: WELLS FARGO ADVISORS LLC Service code 25 · EIN 94-1347393 | Directed Trustee | $24,092 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $10,892 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $167,581 | $59,186+183.1% | $76,768+118.3% | $56,287+197.7% |
| Participation rate | 97.4% | 75.2%+22.1pp | 77.0%+20.4pp | 69.9%+27.5pp |
| Annual return | 10.70% | 6.62%+4.1pp | 2.43%+8.3pp | -9.96%+20.7pp |
| Employer contribution / active EE | $2,709 | $1,759+54.0% | $2,485+9.0% | $2,111+28.3% |
| Participant deferral / active EE | $4,761 | $3,255+46.3% | $3,852+23.6% | $3,350+42.1% |
| Admin fee / account holder | $375 | $489-23.2% | $6,675-94.4% | $521-27.9% |