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.4+ years Filed as: WELLS FARGO Service code 25 · EIN 74-6228831 | Directed Trustee | $25,745 |
RETIREMENT HORIZONS INC.4+ years Filed as: RETIREMENT HORIZONS INCORPORATED Service code 11 · EIN 76-0551734 | Actuarial | $16,653 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PANNELL KERR FORSTER TEXAS Service code 10 · EIN 76-0356844 | Accounting | $8,898 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | -6.06% | -1.00%-5.1pp | -3.19%-2.9pp | 10.56%-16.6pp |
| Employer contribution / active EE | $5,163 | $16,990-69.6% | $48,658-89.4% | $13,643-62.2% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |