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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $311,998 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN Service code 50 · EIN 91-1301672 | Direct Payment | $78,183 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $45,000 |
FINDLEY2 years Service code 50 · EIN 34-1213174 | Direct Payment | $29,470 |
SWEENEY CONRAD, P.S.1 year Filed as: SWEENEY CONRAD, P.S Service code 10 · EIN 91-1301672 | Accounting | $16,500 |
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 | $113,036 | $67,598+67.2% | $75,886+49.0% | $77,787+45.3% |
| Participation rate | 73.7% | 69.6%+4.1pp | 69.3%+4.4pp | 73.2%+0.5pp |
| Annual return | 22.33% | 23.18%-0.8pp | 30.76%-8.4pp | 32.57%-10.2pp |
| Employer contribution / active EE | $2,559 | $2,430+5.3% | $2,500+2.3% | $2,504+2.2% |
| Participant deferral / active EE | $4,590 | $3,502+31.1% | $3,603+27.4% | $3,967+15.7% |
| Admin fee / account holder | $171 | $96+77.7% | $5,418-96.8% | $100+71.0% |