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 | Investment management; Float revenue;... | $521,006 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CLEARING SERVICES Service code 16 1 NORTH JEFFERSON · ST LOUIS, MO 63103 | Consulting | $185,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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.
Assets per participant exceed $250,000 - top-decile high-value 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 | $250,868 | $96,458+160.1% | $136,294+84.1% | $77,958+221.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 15.58% | 23.78%-8.2pp | 5155.94%-5140.4pp | 20.87%-5.3pp |
| Employer contribution / active EE | $7,126 | $3,144+126.7% | $4,695+51.8% | $2,310+208.4% |
| Participant deferral / active EE | $10,409 | $5,902+76.3% | $6,247+66.6% | $3,537+194.3% |
| Admin fee / account holder | $322 | $80+300.0% | $9,243-96.5% | $97+230.4% |