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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.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,491 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,009 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,459 | $81,625-1.4% | $167,512-52.0% | $74,304+8.3% |
| Participation rate | 88.6% | 60.0%+28.5pp | 77.1%+11.5pp | 60.3%+28.2pp |
| Annual return | 7.29% | 26.09%-18.8pp | 1615.79%-1608.5pp | 29.43%-22.1pp |
| Employer contribution / active EE | $1,895 | $2,010-5.7% | $3,882-51.2% | $2,241-15.5% |
| Participant deferral / active EE | $3,206 | $4,115-22.1% | $6,405-49.9% | $3,767-14.9% |
| Admin fee / account holder | $250 | $3,474-92.8% | $9,769-97.4% | $2,969-91.6% |