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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,911 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $17,508 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,315 | $43,133+63.0% | $89,391-21.3% | $73,488-4.3% |
| Participation rate | 41.7% | 55.0%-13.2pp | 68.0%-26.2pp | 70.7%-28.9pp |
| Annual return | 16.03% | 135.66%-119.6pp | 245.62%-229.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $286 | $1,438-80.1% | $2,586-88.9% | $2,270-87.4% |
| Participant deferral / active EE | $1,982 | $2,445-18.9% | $3,890-49.0% | $3,740-47.0% |
| Admin fee / account holder | $398 | $444-10.4% | $4,881-91.9% | $513-22.5% |