Filed January 11, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $54,368 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $53,058 |
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 | $72,720 | $88,515-17.8% | $162,163-55.2% | $67,579+7.6% |
| Participation rate | 77.1% | 86.8%-9.7pp | 87.6%-10.4pp | 71.3%+5.9pp |
| Annual return | 23.40% | 27.04%-3.6pp | 115.59%-92.2pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,604 | $3,563-55.0% | $5,614-71.4% | $2,148-25.3% |
| Participant deferral / active EE | $4,565 | $5,724-20.2% | $7,298-37.4% | $3,539+29.0% |
| Admin fee / account holder | $195 | $124+57.7% | $10,843-98.2% | $142+37.1% |