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 CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $31,424 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,671 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,858 | $69,305-12.2% | $82,313-26.1% | $69,631-12.6% |
| Participation rate | 96.7% | 80.3%+16.5pp | 76.9%+19.8pp | 70.7%+26.1pp |
| Annual return | 16.15% | 21.47%-5.3pp | 25.88%-9.7pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,776 | $1,887-5.9% | $2,428-26.9% | $2,032-12.6% |
| Participant deferral / active EE | $2,945 | $3,568-17.5% | $3,706-20.5% | $3,224-8.7% |
| Admin fee / account holder | $49 | $97-49.5% | $5,608-99.1% | $110-55.6% |