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 26 · EIN 71-0294708 | Advisory (Participants) | $196,624 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $145,305 |
LOCKE LORD LLP5 years Service code 99 · EIN 22-2000222 | Other Fees | $16,173 |
JUDD THOMAS SMITH & COMPANY P.C.1 year Filed as: JUDD, THOMAS, SMITH AND COMPANY, Service code 99 · EIN 11-1000111 | Other Fees | $10,180 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $441,233 | $99,957+341.4% | $149,696+194.8% | $73,488+500.4% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 18.59% | 53.87%-35.3pp | 276.60%-258.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $18,862 | $3,191+491.1% | $4,644+306.1% | $2,270+730.9% |
| Participant deferral / active EE | $14,510 | $6,073+138.9% | $6,842+112.1% | $3,740+288.0% |
| Admin fee / account holder | $1,167 | $551+112.0% | $9,309-87.5% | $513+127.5% |