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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,693 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $5,565 |
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 | $31,475 | $45,073-30.2% | $69,455-54.7% | $72,985-56.9% |
| Participation rate | 90.9% | 68.5%+22.4pp | 74.6%+16.3pp | 69.5%+21.4pp |
| Annual return | 7.53% | 22.65%-15.1pp | 28.97%-21.4pp | 81.00%-73.5pp |
| Employer contribution / active EE | $402 | $2,054-80.4% | $2,779-85.5% | $2,440-83.5% |
| Participant deferral / active EE | $4,160 | $2,602+59.9% | $3,535+17.7% | $3,607+15.3% |
| Admin fee / account holder | $219 | $3,056-92.8% | $3,839-94.3% | $5,124-95.7% |