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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 |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S. TRYON ST. 11TH FL D 1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $7,509 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,374 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN, LLP Service code 13 | Contract Administrator | $1,890 |
CHERRY BEKAERT LLP5+ years Service code 13 222 CENTRAL PARK AVE. SUITE 1400 · VIRGINIA BEACH, VA 234623032 | Contract Administrator | $327 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 13 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Contract Administrator | $255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,847 | $38,365-14.4% | $84,611-61.2% | $65,185-49.6% |
| Participation rate | 42.3% | 55.7%-13.3pp | 68.2%-25.9pp | 70.2%-27.9pp |
| Annual return | 21.37% | 32.00%-10.6pp | 258.74%-237.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $350 | $1,258-72.2% | $2,652-86.8% | $2,177-83.9% |
| Participant deferral / active EE | $1,206 | $2,278-47.1% | $3,899-69.1% | $3,514-65.7% |
| Admin fee / account holder | $108 | $451-76.0% | $4,912-97.8% | $847-87.2% |