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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,242 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $11,481 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,822 | $58,290-43.7% | $98,442-66.7% | $86,799-62.2% |
| Participation rate | 54.5% | 68.3%-13.8pp | 73.3%-18.8pp | 72.3%-17.8pp |
| Annual return | 14.91% | 43.48%-28.6pp | 1492.73%-1477.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $997 | $2,008-50.3% | $2,960-66.3% | $2,405-58.6% |
| Participant deferral / active EE | $2,213 | $3,152-29.8% | $4,276-48.3% | $4,131-46.4% |
| Admin fee / account holder | $173 | $138+25.7% | $5,949-97.1% | $170+2.1% |