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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 ADVISORS Service code 26 · EIN 34-1542819 | Advisory (Participants) | $13,641 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,515 |
PENSION STRATEGIES, LLC1 year Service code 11 · EIN 20-0333992 | Actuarial | $9,058 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,006 | $45,035-15.6% | $62,995-39.7% | $70,131-45.8% |
| Participation rate | 88.2% | 69.5%+18.7pp | 74.8%+13.4pp | 69.5%+18.7pp |
| Annual return | 11.13% | 18.76%-7.6pp | 87.57%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $668 | $2,051-67.4% | $2,759-75.8% | $2,342-71.5% |
| Participant deferral / active EE | $3,850 | $2,465+56.2% | $3,329+15.6% | $3,332+15.5% |
| Admin fee / account holder | $207 | $2,834-92.7% | $3,600-94.3% | $4,645-95.5% |