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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,580 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $14,549 |
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,724 | $72,770-83.9% | $67,652-82.7% | $55,191-78.8% |
| Participation rate | 72.0% | 78.8%-6.8pp | 75.7%-3.7pp | 69.2%+2.8pp |
| Annual return | 2.13% | -3.26%+5.4pp | 6625.04%-6622.9pp | 10.78%-8.7pp |
| Employer contribution / active EE | $488 | $1,769-72.4% | $2,266-78.4% | $1,899-74.3% |
| Participant deferral / active EE | $1,641 | $3,408-51.8% | $3,560-53.9% | $3,046-46.1% |
| Admin fee / account holder | $81 | $79+2.9% | $4,821-98.3% | $91-10.7% |