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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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $80,606 |
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 | $242,639 | $85,202+184.8% | $172,739+40.5% | $72,985+232.5% |
| Participation rate | 97.6% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.2pp |
| Annual return | 23.54% | 27.32%-3.8pp | 802.84%-779.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $17,659 | $3,324+431.2% | $5,143+243.4% | $2,440+623.8% |
| Participant deferral / active EE | $7,298 | $3,260+123.9% | $5,198+40.4% | $3,607+102.3% |
| Admin fee / account holder | $705 | $5,884-88.0% | $13,954-94.9% | $5,124-86.2% |