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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.
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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.4+ years Filed as: WELLS FARGO BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $141,122 |
WILSON-MCSHANE CORPORATION2 years Service code 10 · EIN 41-0956552 | Accounting | $52,469 |
KUTAK ROCK LLP2 years Filed as: KUTACK ROCK LLP Service code 29 · EIN 47-0597598 | Legal | $25,833 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $17,000 |
RBC WEALTH MANAGEMENT1 year Service code 16 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $16,500 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $8,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,534 | $66,051+111.3% | $92,893+50.2% | $77,787+79.4% |
| Participation rate | 96.2% | 81.0%+15.2pp | 76.0%+20.2pp | 73.2%+23.0pp |
| Annual return | 6.07% | 20.69%-14.6pp | 109.41%-103.3pp | 32.57%-26.5pp |
| Employer contribution / active EE | $4,389 | $3,426+28.1% | $3,653+20.2% | $2,504+75.3% |
| Participant deferral / active EE | $989 | $3,013-67.2% | $4,236-76.7% | $3,967-75.1% |
| Admin fee / account holder | $190 | $148+28.8% | $5,794-96.7% | $100+90.2% |