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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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $142,472 |
HANCOCK ASKEW & CO., LLP1 year Filed as: HANCOCK ASKEW & CO, LLP Service code 10 · EIN 58-0662558 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,235 | $65,223+36.8% | $80,019+11.5% | $55,725+60.1% |
| Participation rate | 94.2% | 80.6%+13.7pp | 75.8%+18.4pp | 70.9%+23.4pp |
| Annual return | -5.07% | 7.59%-12.7pp | 11.22%-16.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,442 | $2,544-43.3% | $2,468-41.6% | $2,078-30.6% |
| Participant deferral / active EE | $4,406 | $3,881+13.5% | $3,686+19.5% | $3,356+31.3% |
| Admin fee / account holder | $334 | $114+192.1% | $6,521-94.9% | $115+189.7% |