Filed June 4, 2020 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $815,820 |
NETOLS ASSET MANAGEMENT1+ years Service code 50 · EIN 39-2013954 | Direct Payment | $193,204 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD AND COMPANY, INC. Service code 50 · EIN 39-6037917 | Direct Payment | $70,352 |
Service code 50 · EIN 39-1859759 | Direct Payment | $65,000 |
VON BRIESEN & ROPER1+ years Service code 29 · EIN 39-1576289 | Legal | $12,964 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,530 | $71,957+41.1% | $67,652+50.1% | $59,188+71.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 75.7%+16.6pp | 69.4%+22.9pp |
| Annual return | -0.85% | 8.53%-9.4pp | 6625.04%-6625.9pp | 5.51%-6.4pp |
| Employer contribution / active EE | $3,717 | $2,432+52.8% | $2,266+64.1% | $2,098+77.2% |
| Participant deferral / active EE | $2,473 | $4,211-41.3% | $3,560-30.5% | $3,265-24.3% |
| Admin fee / account holder | $284 | $64+343.4% | $4,821-94.1% | $92+208.5% |