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 BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $217,106 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $51,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,163 |
Service code 16 · EIN 26-0058143 | Consulting | $26,644 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $8,380 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,514 | $74,462+115.6% | $81,983+95.8% | $90,288+77.8% |
| Participation rate | 84.5% | 69.7%+14.9pp | 69.2%+15.3pp | 73.4%+11.2pp |
| Annual return | 11.40% | 17.56%-6.2pp | 41.31%-29.9pp | 53.97%-42.6pp |
| Employer contribution / active EE | $5,780 | $2,334+147.6% | $2,498+131.4% | $2,524+129.0% |
| Participant deferral / active EE | $8,351 | $3,602+131.8% | $3,722+124.4% | $4,232+97.3% |
| Admin fee / account holder | $96 | $98-1.7% | $5,664-98.3% | $114-15.5% |