See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,578 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,121 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,091 | $55,449-71.0% | $83,848-80.8% | $56,287-71.4% |
| Participation rate | 75.0% | 68.0%+7.0pp | 76.1%-1.1pp | 69.9%+5.1pp |
| Annual return | 8.21% | -1.38%+9.6pp | 850.88%-842.7pp | -9.96%+18.2pp |
| Employer contribution / active EE | $1,218 | $2,430-49.9% | $3,631-66.4% | $2,111-42.3% |
| Participant deferral / active EE | $2,652 | $2,935-9.7% | $4,082-35.0% | $3,350-20.8% |
| Admin fee / account holder | $114 | $656-82.6% | $5,478-97.9% | $521-78.1% |