See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 17 535 MADISON AVENUE, 16TH FLOOR · NEW YORK, NY 10022 | Pension Consulting | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,835 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $23,527 |
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 | $74,676 | $43,423+72.0% | $78,689-5.1% | $55,167+35.4% |
| Participation rate | 94.1% | 68.0%+26.1pp | 73.6%+20.6pp | 69.0%+25.1pp |
| Annual return | 7.78% | 11.53%-3.7pp | 62.18%-54.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $7,372 | $1,997+269.2% | $2,851+158.6% | $1,963+275.6% |
| Participant deferral / active EE | $7,428 | $2,509+196.1% | $3,517+111.2% | $3,054+143.2% |
| Admin fee / account holder | $176 | $416-57.7% | $4,510-96.1% | $504-65.0% |