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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.
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.2+ years Filed as: WELLS FARGO BANK, NA Service code 19 · EIN 94-1347393 | Securities Custodian | $231,060 |
Service code 14 · EIN 52-1590516 | Plan Administrator | $27,600 |
NEEDLES & ASSOCIATES, LLC2+ years Service code 10 · EIN 51-0435869 | Accounting | $22,503 |
SPENCER FANE LLP1 year Service code 29 · EIN 44-0561981 | Legal | $19,371 |
THE SEGAL COMPANY1 year Service code 16 1230 WEST WASHINGTON ST., STE 501 · TEMPE, AZ 85281 | Consulting | $6,438 |
FRINGE BENEFIT SERVICES2+ years Filed as: FRINGE BENEFIT SERVICES, INC. Service code 13 · EIN 84-0620086 | Contract Administrator | $5,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,276 | $80,354-74.8% | $133,980-84.9% | $63,975-68.3% |
| Participation rate | 36.9% | 87.5%-50.6pp | 87.1%-50.2pp | 71.1%-34.2pp |
| Annual return | 5.08% | 13.11%-8.0pp | 29.30%-24.2pp | 48.65%-43.6pp |
| Employer contribution / active EE | $207 | $3,503-94.1% | $5,211-96.0% | $2,182-90.5% |
| Participant deferral / active EE | $499 | $5,239-90.5% | $6,282-92.1% | $3,356-85.1% |
| Admin fee / account holder | $168 | $69+141.8% | $9,324-98.2% | $70+138.0% |