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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,779 | $59,186+38.2% | $76,768+6.5% | $56,287+45.3% |
| Participation rate | 73.7% | 75.2%-1.5pp | 77.0%-3.3pp | 69.9%+3.8pp |
| Annual return | -5.78% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,451 | $1,759-17.5% | $2,485-41.6% | $2,111-31.3% |
| Participant deferral / active EE | $4,261 | $3,255+30.9% | $3,852+10.6% | $3,350+27.2% |
| Admin fee / account holder | $409 | $489-16.3% | $6,675-93.9% | $521-21.4% |