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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $142,351 |
NFP RETIREMENT INC1 year Filed as: KESTRA ADVISORY SERVICES, C/O NFP Service code 27 · EIN 35-2552359 | Advisory (Plan) | $56,433 |
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 | $48,796 | $176,491-72.4% | $95,952-49.1% | $90,288-46.0% |
| Participation rate | 80.4% | 86.6%-6.1pp | 77.1%+3.4pp | 73.4%+7.1pp |
| Annual return | 16.20% | 20.14%-3.9pp | 91.61%-75.4pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,924 | $2,789-31.0% | $2,541-24.3% | $2,524-23.8% |
| Participant deferral / active EE | $3,284 | $5,340-38.5% | $4,167-21.2% | $4,232-22.4% |
| Admin fee / account holder | $162 | $154+5.4% | $6,795-97.6% | $114+42.3% |