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 8-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.1 year Filed as: WELLS FARGO CLEARNING SERVICES, LLC Service code 33 · EIN 23-2384840 ONE N. JEFFERSON · ST. LOUIS, MO 63103 | Securities brokerage | $90,128 |
CHARLES SCHWAB & CO., INC.5 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 275 BATTERY STREET · SAN FRANCISCO, CA 94111 | Accounting | $22,000 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC Service code 11 · EIN 33-0905143 45 EXECUTIVE DRIVE, STE 301 · PLAINVIEW, NY 11803 | Actuarial | $17,880 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $458,700-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 11.0%-11.0pp |
| Annual return | 13.12% | 8.04%+5.1pp | 8.57%+4.6pp | 8.23%+4.9pp |
| Employer contribution / active EE | $0 | $8,285-100.0% | $33,010-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $33,172-100.0% | $1,652-100.0% |