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.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRAYON ST 11TH FL · CHARLOTTE, NC 28081 | Advisory (Plan) | $75,807 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,091 | $73,404+58.2% | $87,100+33.3% | $67,579+71.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 20.96% | 48.29%-27.3pp | 28.19%-7.2pp | 378.56%-357.6pp |
| Employer contribution / active EE | $9,639 | $2,014+378.6% | $2,521+282.3% | $2,148+348.8% |
| Participant deferral / active EE | $9,258 | $3,913+136.6% | $4,049+128.7% | $3,539+161.6% |
| Admin fee / account holder | $173 | $142+22.0% | $7,497-97.7% | $142+21.4% |