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 | $142,794 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $7,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,331 | $105,247-11.3% | $87,100+7.2% | $77,787+20.0% |
| Participation rate | 50.2% | 85.8%-35.6pp | 76.9%-26.6pp | 73.2%-23.0pp |
| Annual return | 21.39% | 24.52%-3.1pp | 28.19%-6.8pp | 32.57%-11.2pp |
| Employer contribution / active EE | $1,316 | $2,895-54.5% | $2,521-47.8% | $2,504-47.5% |
| Participant deferral / active EE | $3,742 | $5,060-26.0% | $4,049-7.6% | $3,967-5.7% |
| Admin fee / account holder | $223 | $104+113.6% | $7,497-97.0% | $100+123.1% |