Filed September 22, 2021 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $646,346 |
PINNACLE ADVISORY GROUP2+ years Service code 16 · EIN 52-1804676 | Consulting | $24,366 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,102 | $86,372-1.5% | $123,892-31.3% | $65,292+30.3% |
| Participation rate | 94.6% | 76.9%+17.7pp | 81.4%+13.2pp | 72.4%+22.2pp |
| Annual return | 9.77% | 11.27%-1.5pp | 47.52%-37.7pp | 11.84%-2.1pp |
| Employer contribution / active EE | $1,874 | $2,838-34.0% | $4,617-59.4% | $2,302-18.6% |
| Participant deferral / active EE | $7,327 | $5,625+30.3% | $5,984+22.4% | $3,579+104.8% |
| Admin fee / account holder | $57 | $53+7.4% | $8,357-99.3% | $57-1.1% |