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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,407 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,625 |
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 | $114,129 | $65,376+74.6% | $87,100+31.0% | $65,185+75.1% |
| Participation rate | 91.3% | 75.3%+15.9pp | 76.9%+14.4pp | 70.2%+21.1pp |
| Annual return | 20.71% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $2,422 | $1,822+32.9% | $2,521-3.9% | $2,177+11.3% |
| Participant deferral / active EE | $4,008 | $3,388+18.3% | $4,049-1.0% | $3,514+14.1% |
| Admin fee / account holder | $211 | $520-59.3% | $7,497-97.2% | $847-75.0% |