Filed November 5, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $36,235 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 32-0250985 | Advisory (Plan) | $8,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,215 | $54,320+23.7% | $67,652-0.6% | $52,331+28.4% |
| Participation rate | 88.6% | 73.6%+15.0pp | 75.7%+12.9pp | 68.1%+20.5pp |
| Annual return | 0.07% | 6.81%-6.7pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,093 | $2,950+72.6% | $3,560+43.1% | $3,022+68.5% |
| Admin fee / account holder | $213 | $527-59.5% | $4,821-95.6% | $592-64.0% |