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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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $76,086 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,519 |
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 | $39,359 | $46,423-15.2% | $75,886-48.1% | $67,579-41.8% |
| Participation rate | 83.4% | 63.1%+20.3pp | 69.3%+14.1pp | 71.3%+12.1pp |
| Annual return | 20.10% | 32.29%-12.2pp | 30.76%-10.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $366 | $1,406-74.0% | $2,500-85.4% | $2,148-83.0% |
| Participant deferral / active EE | $2,819 | $2,564+9.9% | $3,603-21.8% | $3,539-20.3% |
| Admin fee / account holder | $124 | $132-5.7% | $5,418-97.7% | $142-12.7% |