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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.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TYRON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $33,026 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Directed Trustee | $2,220 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,370 | $59,417-38.8% | $93,606-61.1% | $74,495-51.2% |
| Participation rate | 80.5% | 59.7%+20.9pp | 68.7%+11.8pp | 67.2%+13.3pp |
| Annual return | -1.82% | 81.83%-83.7pp | 133.20%-135.0pp | 1364.94%-1366.8pp |
| Employer contribution / active EE | $1,041 | $1,264-17.6% | $2,420-57.0% | $2,623-60.3% |
| Participant deferral / active EE | $1,269 | $3,050-58.4% | $4,411-71.2% | $4,346-70.8% |
| Admin fee / account holder | $166 | $3,021-94.5% | $8,285-98.0% | $1,942-91.4% |