Filed April 5, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $493,262 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 28 · EIN 36-4291971 | Investment Management | $87,500 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 2850 WEST GOLF ROAD, 5TH FLOOR · ROLLING MEADOWS, IL 60008 | Consulting | $81,250 |
JELD-WEN, INC.2 years Filed as: JELD-WEN INC. Service code 49 · EIN 93-0496342 | Other Services | $15,627 |
JONES & ROTH, PC1 year Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $13,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $23,086 | $100,921-77.1% | $82,313-72.0% | $177,276-87.0% |
| Participation rate | 92.4% | 86.9%+5.5pp | 76.9%+15.5pp | 74.8%+17.6pp |
| Annual return | 29.22% | 20.33%+8.9pp | 25.88%+3.3pp | 21.25%+8.0pp |
| Employer contribution / active EE | $1,428 | $3,145-54.6% | $2,428-41.2% | $2,479-42.4% |
| Participant deferral / active EE | $2,185 | $5,192-57.9% | $3,706-41.0% | $3,881-43.7% |
| Admin fee / account holder | $56 | $64-13.0% | $5,608-99.0% | $154-63.8% |