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.
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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.2+ years Filed as: WELLS FARGO INSTITUTIONAL TRUST Service code 28 · EIN 41-6257133 | Investment Management | $31,590 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 | Accounting | $15,895 |
FREDRIKSON & BYRON2+ years Filed as: FREDRIKSON & BYRON PA Service code 29 · EIN 41-0971937 | Legal | $14,130 |
NORIDIAN MUTUAL INSURANCE COMPANY2+ years Filed as: NORIDIAN BENEFIT PLAN ADMINISTRATOR Service code 13 · EIN 45-0173185 | Contract Administrator | $7,856 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 70 · EIN 43-1451524 | Consulting Fees | $7,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,392 | $63,346-48.9% | $92,233-64.9% | $70,131-53.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 4.49% | 530.12%-525.6pp | 176.28%-171.8pp | 73.14%-68.6pp |
| Employer contribution / active EE | $7,503 | $2,471+203.6% | $3,679+103.9% | $2,342+220.3% |
| Participant deferral / active EE | $44 | $2,854-98.5% | $3,897-98.9% | $3,332-98.7% |
| Admin fee / account holder | $8,702 | $3,840+126.6% | $5,194+67.6% | $4,645+87.3% |