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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $146,295 |
LPL FINANCIAL2 years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 04-3046611 | Consulting | $87,101 |
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 | $84,812 | $74,347+14.1% | $93,606-9.4% | $67,579+25.5% |
| Participation rate | 84.7% | 80.6%+4.1pp | 75.8%+8.8pp | 71.3%+13.4pp |
| Annual return | 19.97% | 28.07%-8.1pp | 32.76%-12.8pp | 378.56%-358.6pp |
| Employer contribution / active EE | $1,057 | $2,583-59.1% | $2,718-61.1% | $2,148-50.8% |
| Participant deferral / active EE | $4,744 | $4,060+16.8% | $4,069+16.6% | $3,539+34.0% |
| Admin fee / account holder | $267 | $123+117.4% | $7,888-96.6% | $142+87.4% |