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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $8,015 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES INC Service code 27 · EIN 91-0850651 | Advisory (Plan) | $6,142 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,140 | $58,083-5.1% | $80,019-31.1% | $56,287-2.0% |
| Participation rate | 64.6% | 73.6%-9.0pp | 75.8%-11.2pp | 69.9%-5.3pp |
| Annual return | -4.35% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,400 | $1,932-27.5% | $2,468-43.3% | $2,111-33.7% |
| Participant deferral / active EE | $3,609 | $3,135+15.1% | $3,686-2.1% | $3,350+7.8% |
| Admin fee / account holder | $53 | $623-91.5% | $6,521-99.2% | $521-89.9% |