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 28 · EIN 34-1542819 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $62,407 |
FIDUCIARY MANAGEMENT, INC.2+ years Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Investment Management | $19,423 |
MAIRS & POWER, INC.2+ years Filed as: MAIRS & POWER, INC Service code 28 · EIN 41-0844499 332 MINNESOTA ST · ST PAUL, MN 55101 | Investment Management | $11,264 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | 8.52% | 4.40%+4.1pp | 18.87%-10.4pp | 4.56%+4.0pp |
| Employer contribution / active EE | $10,108 | $10,694-5.5% | $19,828-49.0% | $15,526-34.9% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |