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 7-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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL · CHARLOTTE, NC 28081 | Advisory (Plan) | $55,031 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,569 |
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 | $108,740 | $65,118+67.0% | $76,768+41.6% | $55,725+95.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -3.95% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $10,103 | $1,941+420.5% | $2,485+306.5% | $2,078+386.1% |
| Participant deferral / active EE | $9,469 | $3,688+156.7% | $3,852+145.8% | $3,356+182.2% |
| Admin fee / account holder | $145 | $116+25.1% | $6,675-97.8% | $115+25.8% |