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 | $63,779 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $17,344 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $6,151 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,013 | $79,171+12.4% | $102,423-13.1% | $74,495+19.5% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | 11.54% | 54.93%-43.4pp | 29.32%-17.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $854 | $2,362-63.8% | $3,023-71.7% | $2,623-67.4% |
| Participant deferral / active EE | $4,969 | $4,415+12.5% | $5,053-1.7% | $4,346+14.3% |
| Admin fee / account holder | $550 | $2,001-72.5% | $9,451-94.2% | $1,942-71.7% |