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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,921 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $10,585 |
BB&T1 year Service code 21 · EIN 56-1368984 | Bank Trustee | $1,213 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,719 | $52,836-43.8% | $105,738-71.9% | $64,186-53.7% |
| Participation rate | 91.0% | 66.5%+24.5pp | 76.3%+14.7pp | 69.6%+21.4pp |
| Annual return | -5.40% | 14.30%-19.7pp | 6.27%-11.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,393 | $1,827+31.0% | $3,268-26.8% | $2,381+0.5% |
| Participant deferral / active EE | $1,128 | $2,545-55.7% | $4,080-72.3% | $3,470-67.5% |
| Admin fee / account holder | $168 | $3,959-95.8% | $6,913-97.6% | $4,888-96.6% |