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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $60,212 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,765 |
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 | $58,742 | $69,231-15.1% | $91,989-36.1% | $67,579-13.1% |
| Participation rate | 87.7% | 78.9%+8.8pp | 78.6%+9.1pp | 71.3%+16.5pp |
| Annual return | 28.04% | 32.03%-4.0pp | 69.02%-41.0pp | 378.56%-350.5pp |
| Employer contribution / active EE | $1,203 | $2,284-47.3% | $3,452-65.1% | $2,148-44.0% |
| Participant deferral / active EE | $11,417 | $5,854+95.0% | $5,923+92.8% | $3,539+222.6% |
| Admin fee / account holder | $20 | $107-81.6% | $7,743-99.7% | $142-86.1% |