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 | $73,078 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,884 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,284 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,421 | $78,275+168.8% | $109,143+92.8% | $86,799+142.4% |
| Participation rate | 96.3% | 73.8%+22.5pp | 75.9%+20.4pp | 72.3%+24.0pp |
| Annual return | 14.16% | 19.14%-5.0pp | 25.75%-11.6pp | 97.91%-83.7pp |
| Employer contribution / active EE | $5,586 | $3,105+79.9% | $3,722+50.1% | $2,405+132.2% |
| Participant deferral / active EE | $10,879 | $3,641+198.8% | $4,653+133.8% | $4,131+163.3% |
| Admin fee / account holder | $370 | $198+86.4% | $6,752-94.5% | $170+118.2% |