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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $53,755 |
BKD, LLP2 years Filed as: LAPORTE, APAC Service code 10 · EIN 72-1088864 | Accounting | $7,945 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$7,625 |
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 | $126,120 | $89,652+40.7% | $141,162-10.7% | $65,185+93.5% |
| Participation rate | 80.2% | 74.7%+5.5pp | 82.5%-2.3pp | 70.2%+10.0pp |
| Annual return | 22.88% | 32.79%-9.9pp | 71.39%-48.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $3,566 | $3,065+16.4% | $4,735-24.7% | $2,177+63.8% |
| Participant deferral / active EE | $5,959 | $5,691+4.7% | $6,709-11.2% | $3,514+69.6% |
| Admin fee / account holder | $1 | $569-99.8% | $10,261-100.0% | $847-99.8% |