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 8-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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $18,233 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,859 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $70 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $66,772 | $72,404-7.8% | $110,238-39.4% | $64,186+4.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.97% | -6.29%+3.3pp | 314.74%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $709 | $2,282-68.9% | $3,826-81.5% | $2,381-70.2% |
| Participant deferral / active EE | $4,263 | $3,469+22.9% | $4,672-8.7% | $3,470+22.9% |
| Admin fee / account holder | $220 | $5,664-96.1% | $8,547-97.4% | $4,888-95.5% |