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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.
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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 |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES/BREA Service code 14 · EIN 13-4238973 | Plan Administrator | $35,777 |
Filed as: WILBANKS, SMITH, & THOMAS ASSET MGM Service code 28 · EIN 54-2005153 | Investment Management | $23,807 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS, COLEMAN & COMPANY Service code 10 · EIN 54-1437648 | Accounting | $13,250 |
NATIONWIDE3+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $9,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,382 | $66,302-7.4% | $110,238-44.3% | $56,287+9.1% |
| Participation rate | 94.1% | 74.9%+19.2pp | 79.8%+14.3pp | 69.9%+24.2pp |
| Annual return | 7.19% | -1.18%+8.4pp | 314.74%-307.6pp | -9.96%+17.1pp |
| Employer contribution / active EE | $928 | $2,047-54.7% | $3,826-75.7% | $2,111-56.0% |
| Participant deferral / active EE | $1,185 | $3,381-65.0% | $4,672-74.6% | $3,350-64.6% |
| Admin fee / account holder | $408 | $698-41.6% | $8,547-95.2% | $521-21.7% |