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 9-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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 22 · EIN 34-1542819 401 S. TRYON ST · CHARLOTTE, NC 28081 | Insurance Broker | $10,082 |
TRUOG-RYDING COMPANY, INC.4 years Service code 14 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Plan Administrator | $2,288 |
Filed as: TRUOG-RYDING COMPANY INC. Service code 13 | Contract Administrator | $1,556 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8151 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,462 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,498 | $59,107-6.1% | $86,436-35.8% | $68,494-19.0% |
| Participation rate | 93.2% | 75.2%+17.9pp | 80.3%+12.9pp | 67.9%+25.3pp |
| Annual return | -25.65% | -0.23%-25.4pp | 4394.89%-4420.5pp | -7.84%-17.8pp |
| Employer contribution / active EE | $10,086 | $2,519+300.4% | $3,769+167.6% | $2,596+288.5% |
| Participant deferral / active EE | $21,937 | $5,901+271.7% | $6,952+215.6% | $4,027+444.7% |
| Admin fee / account holder | $210 | $5,637-96.3% | $6,731-96.9% | $5,403-96.1% |