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.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $75,651 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,396 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,566 | $89,436-34.5% | $164,813-64.5% | $77,643-24.6% |
| Participation rate | 90.3% | 78.6%+11.7pp | 78.6%+11.7pp | 70.6%+19.8pp |
| Annual return | 42.50% | 28.83%+13.7pp | 69.93%-27.4pp | 31.24%+11.3pp |
| Employer contribution / active EE | $3,755 | $2,569+46.2% | $4,341-13.5% | $2,726+37.8% |
| Participant deferral / active EE | $8,762 | $4,897+78.9% | $6,031+45.3% | $4,647+88.5% |
| Admin fee / account holder | $116 | $339-65.9% | $12,690-99.1% | $430-73.1% |