Filed July 14, 2026
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.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $57,789 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,366 | $63,905-61.9% | $74,183-67.2% | $57,658-57.7% |
| Participation rate | 97.5% | 79.8%+17.7pp | 76.6%+20.9pp | 70.2%+27.3pp |
| Annual return | 7.24% | 60.60%-53.4pp | 17.74%-10.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,044 | $1,840-43.3% | $2,370-55.9% | $1,974-47.1% |
| Participant deferral / active EE | $3,070 | $3,448-11.0% | $3,550-13.5% | $3,061+0.3% |
| Admin fee / account holder | $106 | $91+16.2% | $5,586-98.1% | $95+11.9% |