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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $30,560 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,442 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,684 | $50,815-67.2% | $155,509-89.3% | $77,643-78.5% |
| Participation rate | 94.1% | 63.1%+30.9pp | 78.2%+15.9pp | 70.6%+23.5pp |
| Annual return | 11.57% | 34.80%-23.2pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,208 | $1,993-39.4% | $4,672-74.1% | $2,726-55.7% |
| Participant deferral / active EE | $2,564 | $2,822-9.2% | $5,626-54.4% | $4,647-44.8% |
| Admin fee / account holder | $59 | $437-86.6% | $15,912-99.6% | $430-86.4% |