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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.
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,077 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARNING SVCS (WF ADVS Service code 27 | Advisory (Plan) | $21,197 |
Service code 13 · EIN 13-3601506 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Contract Administrator | $17,196 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,308 | $80,724-16.6% | $103,333-34.9% | $74,495-9.6% |
| Participation rate | 89.2% | 65.7%+23.5pp | 74.5%+14.7pp | 67.2%+22.0pp |
| Annual return | 9.00% | 27.56%-18.6pp | 24.88%-15.9pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $12,144 | $3,157+284.6% | $3,868+214.0% | $2,623+363.0% |
| Participant deferral / active EE | $2,443 | $3,860-36.7% | $5,057-51.7% | $4,346-43.8% |
| Admin fee / account holder | $449 | $2,368-81.0% | $8,355-94.6% | $1,942-76.9% |