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.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 15 · EIN 34-1542819 | Recordkeeping | $57,613 |
MANNING & NAPIER1+ years Service code 27 · EIN 45-3328488 | Advisory (Plan) | $5,835 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,809 | $70,002+78.3% | $115,037+8.5% | $52,331+138.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -1.04% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $6,027 | $2,715+122.0% | $4,608+30.8% | $1,882+220.3% |
| Participant deferral / active EE | $8,869 | $4,920+80.3% | $6,026+47.2% | $3,022+193.5% |
| Admin fee / account holder | $314 | $566-44.5% | $8,175-96.2% | $592-46.9% |