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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $267,039 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 17 · EIN 36-4001764 | Pension Consulting | $82,760 |
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).
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 | $29,296 | $60,396-51.5% | $83,848-65.1% | $75,289-61.1% |
| Participation rate | 52.0% | 80.7%-28.7pp | 76.1%-24.1pp | 72.4%-20.4pp |
| Annual return | -4.95% | 3.84%-8.8pp | 850.88%-855.8pp | -0.04%-4.9pp |
| Employer contribution / active EE | $949 | $3,343-71.6% | $3,631-73.9% | $2,405-60.5% |
| Participant deferral / active EE | $1,830 | $2,922-37.4% | $4,082-55.2% | $3,739-51.0% |
| Admin fee / account holder | $117 | $141-17.5% | $5,478-97.9% | $102+13.9% |