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.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $19,478 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,160 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $60,020 | $83,477-28.1% | $125,175-52.1% | $72,985-17.8% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.2pp | 69.5%+29.4pp |
| Annual return | 27.13% | 25.78%+1.4pp | 43.79%-16.7pp | 81.00%-53.9pp |
| Employer contribution / active EE | $4,315 | $2,345+84.0% | $3,865+11.6% | $2,440+76.8% |
| Participant deferral / active EE | $8,171 | $3,585+127.9% | $4,937+65.5% | $3,607+126.5% |
| Admin fee / account holder | $128 | $5,517-97.7% | $9,702-98.7% | $5,124-97.5% |