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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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,734 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,133 | $80,753+25.2% | $136,294-25.8% | $62,292+62.4% |
| Participation rate | 92.3% | 73.5%+18.8pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 18.59% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,999 | $2,884-30.7% | $4,695-57.4% | $2,042-2.1% |
| Participant deferral / active EE | $5,128 | $5,164-0.7% | $6,247-17.9% | $3,169+61.8% |
| Admin fee / account holder | $313 | $525-40.5% | $9,243-96.6% | $479-34.7% |