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 55 · EIN 23-2384840 | Other Commissions | $10,428 |
Service code 37 · EIN 04-2647786 | Loan Processing | $288 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,908 | $85,766-24.3% | $136,294-52.4% | $70,131-7.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 27.87% | 31.45%-3.6pp | 5155.94%-5128.1pp | 73.14%-45.3pp |
| Employer contribution / active EE | $7,372 | $2,966+148.5% | $4,695+57.0% | $2,342+214.7% |
| Participant deferral / active EE | $16,071 | $5,051+218.1% | $6,247+157.3% | $3,332+382.4% |
| Admin fee / account holder | $3 | $5,420-100.0% | $9,243-100.0% | $4,645-99.9% |