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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $36,269 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $548 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,696 | $85,202+52.2% | $172,739-24.9% | $72,985+77.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.19% | 27.32%-6.1pp | 802.84%-781.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $6,933 | $3,324+108.5% | $5,143+34.8% | $2,440+184.1% |
| Participant deferral / active EE | $3,429 | $3,260+5.2% | $5,198-34.0% | $3,607-5.0% |
| Admin fee / account holder | $295 | $5,884-95.0% | $13,954-97.9% | $5,124-94.3% |