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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.
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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 | $52,316 |
WELLS FARGO BANK, N.A.7+ years Service code 15 | Recordkeeping | $50,815 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $170,760 | $84,936+101.0% | $111,297+53.4% | $79,386+115.1% |
| Participation rate | 70.4% | 75.9%-5.5pp | 77.3%-6.9pp | 70.7%-0.3pp |
| Annual return | 14.27% | 17.45%-3.2pp | 54.65%-40.4pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,168 | $1,979-41.0% | $2,731-57.2% | $2,427-51.9% |
| Participant deferral / active EE | $10,892 | $3,888+180.1% | $4,487+142.7% | $4,046+169.2% |
| Admin fee / account holder | $489 | $537-8.9% | $7,964-93.9% | $626-21.9% |