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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.
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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 Service code 15 · EIN 94-1347393 | Recordkeeping | $247,054 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 17 · EIN 36-4001764 | Pension Consulting | $44,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,722 | $221,442-85.7% | $92,233-65.6% | $77,958-59.3% |
| Participation rate | 53.7% | 79.6%-25.9pp | 76.5%-22.8pp | 71.6%-18.0pp |
| Annual return | 16.81% | 15.65%+1.2pp | 176.28%-159.5pp | 20.87%-4.1pp |
| Employer contribution / active EE | $999 | $3,226-69.0% | $3,679-72.9% | $2,310-56.8% |
| Participant deferral / active EE | $1,690 | $2,779-39.2% | $3,897-56.6% | $3,537-52.2% |
| Admin fee / account holder | $98 | $210-53.1% | $5,194-98.1% | $97+0.9% |