Filed February 25, 2016
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.
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 |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $155,783 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $114,537 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,415 | $52,224+75.0% | $88,946+2.8% | $102,872-11.1% |
| Participation rate | 88.5% | 40.8%+47.8pp | 68.8%+19.7pp | 73.0%+15.5pp |
| Annual return | 13.46% | 16.96%-3.5pp | 57.82%-44.4pp | 19.06%-5.6pp |
| Employer contribution / active EE | $1,948 | $1,241+57.0% | $2,555-23.7% | $3,526-44.8% |
| Participant deferral / active EE | $7,708 | $2,611+195.2% | $4,581+68.2% | $5,535+39.3% |
| Admin fee / account holder | $185 | $1,723-89.3% | $8,261-97.8% | $292-36.9% |