Filed September 15, 2026 (most recent of 2 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 year Filed as: WELLS FARGO IRT Service code 15 · EIN 94-1347393 | Recordkeeping | $59,550 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 27 · EIN 59-3099288 | Advisory (Plan) | $29,169 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,399 | $91,517-34.0% | $101,248-40.3% | $73,409-17.7% |
| Participation rate | 96.2% | 73.8%+22.5pp | 75.8%+20.4pp | 72.2%+24.1pp |
| Annual return | 15.21% | 17.17%-2.0pp | 46.47%-31.3pp | 59.29%-44.1pp |
| Employer contribution / active EE | $518 | $2,877-82.0% | $3,660-85.8% | $2,234-76.8% |
| Participant deferral / active EE | $4,440 | $3,338+33.0% | $4,370+1.6% | $3,805+16.7% |
| Admin fee / account holder | $190 | $216-12.2% | $5,945-96.8% | $158+20.1% |