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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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,752 |
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 | $50,202 | $71,666-30.0% | $117,854-57.4% | $69,631-27.9% |
| Participation rate | 68.7% | 77.5%-8.9pp | 79.7%-11.0pp | 70.7%-2.0pp |
| Annual return | 17.85% | 18.86%-1.0pp | 335.08%-317.2pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,355 | $1,889-28.3% | $3,786-64.2% | $2,032-33.3% |
| Participant deferral / active EE | $2,995 | $3,340-10.3% | $4,482-33.2% | $3,224-7.1% |
| Admin fee / account holder | $219 | $120+82.3% | $8,020-97.3% | $110+98.6% |