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.1+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $10,172 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $7,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $211,396-100.0% | $177,167-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 11.8%-11.8pp | 4.3%-4.3pp |
| Annual return | -0.43% | 2.81%-3.2pp | -2.52%+2.1pp | 2.81%-3.2pp |
| Employer contribution / active EE | $15 | $16,358-99.9% | $82,375-100.0% | $16,358-99.9% |
| Participant deferral / active EE | $0 | $775-100.0% | $201-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $1,917-100.0% | $1,639-100.0% |