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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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $28,669 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
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 | $48,107 | $89,652-46.3% | $141,162-65.9% | $65,185-26.2% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.5%+14.0pp | 70.2%+26.2pp |
| Annual return | 24.40% | 32.79%-8.4pp | 71.39%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $927 | $3,065-69.7% | $4,735-80.4% | $2,177-57.4% |
| Participant deferral / active EE | $3,641 | $5,691-36.0% | $6,709-45.7% | $3,514+3.6% |
| Admin fee / account holder | $88 | $569-84.6% | $10,261-99.1% | $847-89.6% |