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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $177,280 |
WELLS FARGO BANK, N.A.7+ years Service code 49 · EIN 94-1347393 | Other Services | $144,660 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON LLC Service code 49 · EIN 53-0181291 | Other Services | $15,515 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $433,529-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 22.9%-22.9pp | 0.7%-0.7pp |
| Annual return | 11.20% | 13.24%-2.0pp | 12.74%-1.5pp | 13.24%-2.0pp |
| Employer contribution / active EE | $7,087 | $14,616-51.5% | $33,332-78.7% | $14,616-51.5% |
| Participant deferral / active EE | $0 | $830-100.0% | $157-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $2,396-100.0% | $4,137-100.0% |