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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC6+ years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 27 · EIN 27-3463733 | Advisory (Plan) | $37,791 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 | Recordkeeping | $35,478 |
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 | $63,230 | $70,908-10.8% | $98,907-36.1% | $73,488-14.0% |
| Participation rate | 88.4% | 73.8%+14.6pp | 76.0%+12.3pp | 70.7%+17.7pp |
| Annual return | 13.97% | 34.17%-20.2pp | 196.43%-182.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $655 | $2,036-67.8% | $2,689-75.6% | $2,270-71.1% |
| Participant deferral / active EE | $3,429 | $3,500-2.0% | $4,244-19.2% | $3,740-8.3% |
| Admin fee / account holder | $287 | $535-46.3% | $6,642-95.7% | $513-44.0% |