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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $44,488 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $6,853 |
JULY BUSINESS SERVICES1 year Service code 13 PO BOX 2208 · WACO, TN 76703 | Contract Administrator | $2,050 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $42 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $72,720 | $56,484+28.7% | $169,463-57.1% | $64,186+13.3% |
| Participation rate | 76.0% | 64.5%+11.5pp | 77.8%-1.7pp | 69.6%+6.5pp |
| Annual return | -5.29% | -1.55%-3.7pp | 1.83%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,490 | $1,832-18.7% | $4,159-64.2% | $2,381-37.4% |
| Participant deferral / active EE | $5,267 | $3,448+52.8% | $5,277-0.2% | $3,470+51.8% |
| Admin fee / account holder | $494 | $4,174-88.2% | $9,109-94.6% | $4,888-89.9% |