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 | $155,863 |
WELLS FARGO BANK, N.A.7+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $128,141 |
WINSTON & STRAWN LLP2 years Service code 29 · EIN 36-1975990 | Legal | $56,336 |
FINDLEY4 years Service code 16 · EIN 34-1213174 | Consulting | $32,803 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $32,500 |
SWEENEY CONRAD, P.S.2 years Service code 10 · EIN 91-1301672 | Accounting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $156,925 | $78,339+100.3% | $85,682+83.1% | $93,030+68.7% |
| Participation rate | 61.7% | 72.5%-10.8pp | 69.9%-8.1pp | 73.9%-12.2pp |
| Annual return | 14.08% | 21.17%-7.1pp | 21.49%-7.4pp | 158.70%-144.6pp |
| Employer contribution / active EE | $2,239 | $2,560-12.5% | $2,618-14.5% | $2,706-17.2% |
| Participant deferral / active EE | $4,154 | $3,882+7.0% | $3,923+5.9% | $4,562-9.0% |
| Admin fee / account holder | $191 | $104+83.7% | $6,873-97.2% | $152+25.8% |