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.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $92,446 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $54,342 |
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 | $83,864 | $111,608-24.9% | $177,821-52.8% | $73,409+14.2% |
| Participation rate | 89.2% | 87.9%+1.3pp | 87.7%+1.5pp | 72.2%+17.0pp |
| Annual return | 19.38% | 18.23%+1.2pp | 48.32%-28.9pp | 59.29%-39.9pp |
| Employer contribution / active EE | $2,493 | $3,796-34.3% | $5,918-57.9% | $2,234+11.6% |
| Participant deferral / active EE | $5,669 | $6,199-8.5% | $7,714-26.5% | $3,805+49.0% |
| Admin fee / account holder | $253 | $166+53.1% | $12,427-98.0% | $158+60.5% |