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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $58,953 |
VIRGINIA CAPITAL STRATEGIES5+ years Service code 27 · EIN 30-0536979 | Advisory (Plan) | $18,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,722 | $40,174-31.0% | $84,015-67.0% | $67,579-59.0% |
| Participation rate | 49.9% | 62.7%-12.8pp | 69.0%-19.2pp | 71.3%-21.4pp |
| Annual return | 31.65% | 25.82%+5.8pp | 71.31%-39.7pp | 378.56%-346.9pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,166 | $2,301-49.3% | $3,239-64.0% | $3,539-67.0% |
| Admin fee / account holder | $173 | $128+34.5% | $6,101-97.2% | $142+21.3% |