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.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $135,681 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $39,074 |
YOUNT, HYDE & BARBOUR, P.C.7 years Service code 10 · EIN 54-1149263 | Accounting | $25,000 |
MATRIX TRUST COMPANY9 years Service code 25 · EIN 75-3182674 | Directed Trustee | $14,799 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $158,848-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 17.1%-17.1pp |
| Annual return | 10.54% | 11.97%-1.4pp | 9.49%+1.0pp | 9.82%+0.7pp |
| Employer contribution / active EE | $511 | $7,406-93.1% | $24,351-97.9% | $13,587-96.2% |
| Participant deferral / active EE | $0 | $0 | $28-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |