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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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,255 | $107,378-57.9% | $108,579-58.3% | $57,658-21.5% |
| Participation rate | 64.5% | 77.1%-12.6pp | 79.6%-15.1pp | 70.2%-5.8pp |
| Annual return | 8.59% | 12.80%-4.2pp | -51.70%+60.3pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,303 | $1,782-26.9% | $3,758-65.3% | $1,974-34.0% |
| Participant deferral / active EE | $2,807 | $3,221-12.8% | $4,311-34.9% | $3,061-8.3% |
| Admin fee / account holder | $202 | $108+85.9% | $7,645-97.4% | $95+113.4% |