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 99 · EIN 34-1542819 | Other Fees | $170,176 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,479 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,637 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,259 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,285 | $53,345+86.1% | $121,098-18.0% | $74,419+33.4% |
| Participation rate | 90.4% | 60.0%+30.4pp | 69.5%+20.9pp | 70.7%+19.6pp |
| Annual return | 17.68% | 35.15%-17.5pp | 985.75%-968.1pp | 34.38%-16.7pp |
| Employer contribution / active EE | $8,418 | $1,898+343.4% | $4,164+102.2% | $2,637+219.2% |
| Participant deferral / active EE | $7,002 | $3,221+117.4% | $4,080+71.6% | $4,528+54.6% |
| Admin fee / account holder | $54 | $382-86.0% | $5,644-99.1% | $348-84.6% |