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 10-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.1+ years Filed as: WELLS FARGO INSTITUTIONAL TRUST Service code 28 · EIN 41-6257133 | Investment Management | $36,576 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 | Accounting | $19,730 |
Filed as: NORIDIAN BENEFIT PLAN ADMINISTRATOR Service code 13 · EIN 45-0173185 | Contract Administrator | $10,554 |
FREDRIKSON & BYRON1+ years Filed as: FREDRIKSON & BYRON PA Service code 29 · EIN 41-0971937 | Legal | $5,477 |
DORSEY & WHITNEY LLP1+ years Filed as: DORSEY & WHITNEY Service code 29 · EIN 41-0223337 | Legal | $5,408 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,197 | $56,897-34.6% | $84,750-56.1% | $62,891-40.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.37% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $6,642 | $2,400+176.8% | $3,574+85.8% | $2,281+191.2% |
| Participant deferral / active EE | $92 | $2,709-96.6% | $3,712-97.5% | $3,203-97.1% |
| Admin fee / account holder | $927 | $3,581-74.1% | $5,332-82.6% | $4,296-78.4% |