Filed January 24, 2025
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 5-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 Service code 19 · EIN 41-6257133 100 S ASHLEY DR., 10TH FLOOR · TAMPA, FL 33602 | Securities Custodian | $13,339 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $113,413 | $74,707+51.8% | $252,559-55.1% | $211,396-46.4% |
| Participation rate | 94.4% | 15.0%+79.5pp | 50.9%+43.5pp | 4.3%+90.1pp |
| Annual return | 0.01% | -0.16%+0.2pp | -1.68%+1.7pp | 2.81%-2.8pp |
| Employer contribution / active EE | $55,443 | $33,118+67.4% | $44,959+23.3% | $16,358+238.9% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $65 | $32+100.0% | $12,994-99.5% | $1,639-96.0% |