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 |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S. TRYON ST. 11TH FLOOR · CHARLOTTE, NC 28081 | Advisory (Plan) | $40,913 |
RANDALL & HURLEY, INC.6 years Service code 13 3241 COLONIAL DRIVE · HELENA, MT 59601 | Contract Administrator | $1,350 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,404 | $55,415+209.3% | $155,509+10.2% | $74,495+130.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 19.11% | 268.50%-249.4pp | 64.67%-45.6pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $10,475 | $2,267+362.1% | $4,672+124.2% | $2,623+299.4% |
| Participant deferral / active EE | $6,890 | $2,836+143.0% | $5,626+22.5% | $4,346+58.6% |
| Admin fee / account holder | $442 | $1,738-74.6% | $15,912-97.2% | $1,942-77.2% |