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.
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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.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $120,345 |
DEMARS PENSION CONSULTING SERVICES10+ years Service code 13 · EIN 48-0890241 | Contract Administrator | $31,450 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $29,640 |
Service code 10 · EIN 48-1246310 | Accounting | $9,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,000 | $98,727+29.6% | $113,168+13.1% | $85,563+49.6% |
| Participation rate | 88.2% | 80.8%+7.4pp | 76.6%+11.7pp | 66.0%+22.3pp |
| Annual return | 13.74% | 17.43%-3.7pp | 24.27%-10.5pp | 31.51%-17.8pp |
| Employer contribution / active EE | $2,634 | $2,907-9.4% | $2,975-11.5% | $2,654-0.7% |
| Participant deferral / active EE | $4,954 | $5,424-8.7% | $5,107-3.0% | $4,375+13.2% |
| Admin fee / account holder | $448 | $357+25.6% | $12,068-96.3% | $834-46.3% |