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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 Service code 15 · EIN 94-1347393 | Recordkeeping | $26,674 |
CMFG LIFE INSURANCE COMPANY1+ years Service code 12 · EIN 39-0230590 | Recordkeeping fees; Sub-transfer agen... | $26,340 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,110 | $23,385+54.4% | $69,182-47.8% | $57,658-37.4% |
| Participation rate | 79.0% | 37.9%+41.1pp | 55.1%+23.9pp | 70.2%+8.8pp |
| Annual return | 4.42% | -659.34%+663.8pp | -21.93%+26.4pp | 5.13%-0.7pp |
| Employer contribution / active EE | $903 | $422+113.8% | $1,206-25.1% | $1,974-54.2% |
| Participant deferral / active EE | $1,940 | $843+130.1% | $1,897+2.2% | $3,061-36.6% |
| Admin fee / account holder | $192 | $82+134.3% | $2,697-92.9% | $95+103.5% |