Filed May 27, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $504,193 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CLEARING SERVICES Service code 16 1 NORTH JEFFERSON · ST LOUIS, MO 63103 | Consulting | $185,000 |
ADP BROKER-DEALER1+ years Filed as: ADP,LLC Service code 14 · EIN 22-1467904 | Plan Administrator | $16,165 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $6,882 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $222,214 | $85,635+159.5% | $123,892+79.4% | $63,975+247.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 7.54% | 15.74%-8.2pp | 47.52%-40.0pp | 48.65%-41.1pp |
| Employer contribution / active EE | $7,029 | $3,076+128.5% | $4,617+52.2% | $2,182+222.2% |
| Participant deferral / active EE | $10,482 | $5,667+85.0% | $5,984+75.2% | $3,356+212.3% |
| Admin fee / account holder | $327 | $75+336.9% | $8,357-96.1% | $70+364.7% |