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.9+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $582,457 |
NATIONAL EMPLOYEE BENEFIT ADMIN9+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $84,000 |
SAWGRASS ASSET MANAGEMENT9+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $41,424 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $36,206 |
SMITH, GAMBRELL & RUSSELL, LLP9+ years Service code 29 · EIN 58-0967450 | Legal | $21,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,624 | $88,480+3.6% | $96,683-5.2% | $80,160+14.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 13.07% | 22.53%-9.5pp | 35.69%-22.6pp | 40.38%-27.3pp |
| Employer contribution / active EE | $4,009 | $4,176-4.0% | $3,737+7.3% | $2,978+34.6% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $567 | $212+167.8% | $6,730-91.6% | $145+291.3% |