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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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,371 |
Filed as: STOUT, CAUSEY & HORNING, PA Service code 10 · EIN 52-1743645 | Accounting | $15,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,275 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,762 | $40,174+18.9% | $84,015-43.2% | $67,579-29.3% |
| Participation rate | 78.2% | 62.7%+15.5pp | 69.0%+9.2pp | 71.3%+6.9pp |
| Annual return | 27.36% | 25.82%+1.5pp | 71.31%-43.9pp | 378.56%-351.2pp |
| Employer contribution / active EE | $396 | $808-50.9% | $1,983-80.0% | $2,148-81.6% |
| Participant deferral / active EE | $3,817 | $2,301+65.9% | $3,239+17.9% | $3,539+7.9% |
| Admin fee / account holder | $138 | $128+7.3% | $6,101-97.7% | $142-3.3% |