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 |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 94-1347393 | Advisory (Plan) | $34,503 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,063 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $7,600 |
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 | $165,775 | $78,422+111.4% | $95,952+72.8% | $79,858+107.6% |
| Participation rate | 95.9% | 73.5%+22.4pp | 77.1%+18.8pp | 69.6%+26.3pp |
| Annual return | 12.08% | 19.37%-7.3pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,682 | $1,945+37.9% | $2,541+5.6% | $2,471+8.6% |
| Participant deferral / active EE | $4,964 | $3,440+44.3% | $4,167+19.1% | $3,740+32.7% |
| Admin fee / account holder | $523 | $5,622-90.7% | $6,795-92.3% | $5,306-90.1% |