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.4 years Service code 21 · EIN 94-1347393 | Bank Trustee | $17,744 |
MERCER5 years Service code 11 · EIN 13-2934414 | Actuarial | $6,765 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $82,186-100.0% | $433,529-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.9%-22.9pp | 3.6%-3.6pp |
| Annual return | 40.96% | 11.84%+29.1pp | 12.74%+28.2pp | 11.84%+29.1pp |
| Employer contribution / active EE | $7,456 | $17,339-57.0% | $33,332-77.6% | $17,339-57.0% |
| Participant deferral / active EE | $1,950 | $683+185.6% | $157+1139.4% | $683+185.6% |
| Admin fee / account holder | $0 | $409-100.0% | $2,396-100.0% | $409-100.0% |