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 7-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.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUS, MO 63103 | Advisory (Plan) | $10,531 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,947 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 300 TICE BLVD SUITE 289 · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $2,288 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $1,163 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,895 | $55,415-74.9% | $155,509-91.1% | $74,495-81.3% |
| Participation rate | 73.5% | 61.9%+11.6pp | 78.2%-4.7pp | 67.2%+6.3pp |
| Annual return | 23.54% | 268.50%-245.0pp | 64.67%-41.1pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,407 | $2,836+55.4% | $5,626-21.7% | $4,346+1.4% |
| Admin fee / account holder | $111 | $1,738-93.6% | $15,912-99.3% | $1,942-94.3% |