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.6+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $48,415 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,655 |
PRESNELL GAGE PLLC3 years Filed as: PRESNELL GAGE, PLLC Service code 10 1216 IDAHO STREET · LEWISTON, ID 83501 | Accounting | $10,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,523 | $70,908+70.0% | $98,907+21.9% | $73,488+64.0% |
| Participation rate | 96.8% | 73.8%+23.0pp | 76.0%+20.8pp | 70.7%+26.1pp |
| Annual return | 14.04% | 34.17%-20.1pp | 196.43%-182.4pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,571 | $2,036+26.3% | $2,689-4.4% | $2,270+13.3% |
| Participant deferral / active EE | $4,121 | $3,500+17.8% | $4,244-2.9% | $3,740+10.2% |
| Admin fee / account holder | $333 | $535-37.8% | $6,642-95.0% | $513-35.1% |