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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.
See the 8-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 ADVISORS FINANCIAL Service code 27 · EIN 34-1542819 | Advisory (Plan) | $12,949 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,906 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,874 | $59,328-69.9% | $118,925-85.0% | $73,488-75.7% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 45.46% | 19.13%+26.3pp | 35.88%+9.6pp | 28.51%+16.9pp |
| Employer contribution / active EE | $2,122 | $1,803+17.7% | $3,263-35.0% | $2,270-6.5% |
| Participant deferral / active EE | $3,917 | $2,604+50.4% | $4,265-8.1% | $3,740+4.8% |
| Admin fee / account holder | $23 | $600-96.2% | $6,581-99.7% | $513-95.6% |