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 9-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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,784 |
LPL FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $24,000 |
RHODES AND ASSOCIATES2 years Service code 10 · EIN 91-2041338 | Accounting | $6,500 |
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 | $69,141 | $69,305-0.2% | $82,313-16.0% | $69,631-0.7% |
| Participation rate | 92.0% | 80.3%+11.7pp | 76.9%+15.1pp | 70.7%+21.3pp |
| Annual return | 15.20% | 21.47%-6.3pp | 25.88%-10.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $1,196 | $1,887-36.6% | $2,428-50.8% | $2,032-41.2% |
| Participant deferral / active EE | $4,195 | $3,568+17.6% | $3,706+13.2% | $3,224+30.1% |
| Admin fee / account holder | $165 | $97+70.2% | $5,608-97.1% | $110+49.7% |