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.1 year Filed as: WELLS FARGO ADVISORS Service code 27 401 S TRYON STREET · CHARLOTTE, NC 28081 | Advisory (Plan) | $29,790 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER · IRVINE, CA 92618 | Recordkeeping Fees | $27,664 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,921 | $85,135-66.0% | $98,907-70.8% | $73,409-60.6% |
| Participation rate | 76.6% | 81.1%-4.6pp | 76.0%+0.5pp | 72.2%+4.4pp |
| Annual return | 26.41% | 19.14%+7.3pp | 196.43%-170.0pp | 59.29%-32.9pp |
| Employer contribution / active EE | $952 | $2,721-65.0% | $2,689-64.6% | $2,234-57.4% |
| Participant deferral / active EE | $2,365 | $4,349-45.6% | $4,244-44.3% | $3,805-37.8% |
| Admin fee / account holder | $144 | $139+3.4% | $6,642-97.8% | $158-8.8% |