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.4 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 | Direct Payment | $31,220 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $26,910 |
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 | $49,476 | $84,948-41.8% | $70,449-29.8% | $73,409-32.6% |
| Participation rate | 97.4% | 79.9%+17.4pp | 75.1%+22.3pp | 72.2%+25.2pp |
| Annual return | 16.49% | 13.39%+3.1pp | 109.03%-92.5pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,945 | $2,834-31.4% | $2,737-28.9% | $2,234-12.9% |
| Participant deferral / active EE | $2,955 | $3,387-12.8% | $3,709-20.3% | $3,805-22.4% |
| Admin fee / account holder | $103 | $98+5.4% | $3,845-97.3% | $158-34.5% |