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+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,980 |
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 | $48,464 | $75,183-35.5% | $123,892-60.9% | $55,167-12.2% |
| Participation rate | 74.5% | 72.8%+1.6pp | 81.4%-6.9pp | 69.0%+5.5pp |
| Annual return | 22.03% | 19.01%+3.0pp | 47.52%-25.5pp | 169.23%-147.2pp |
| Employer contribution / active EE | $3,273 | $2,823+15.9% | $4,617-29.1% | $1,963+66.8% |
| Participant deferral / active EE | $5,754 | $5,084+13.2% | $5,984-3.9% | $3,054+88.4% |
| Admin fee / account holder | $14 | $663-98.0% | $8,357-99.8% | $504-97.3% |