Filed July 23, 2026
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 9-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 | $89,868 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,906 |
BAKER TILLY US, LLP1 year Service code 49 · EIN 33-0835986 | Other Services | $10,800 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,093 | $45,719-3.6% | $96,139-54.1% | $93,030-52.6% |
| Participation rate | 10.5% | 45.8%-35.4pp | 68.4%-58.0pp | 73.9%-63.4pp |
| Annual return | 18.48% | 3211.95%-3193.5pp | 191.94%-173.5pp | 158.70%-140.2pp |
| Employer contribution / active EE | $0 | $1,139-100.0% | $2,797-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,106 | $2,344-52.8% | $4,349-74.6% | $4,562-75.8% |
| Admin fee / account holder | $270 | $128+111.0% | $5,537-95.1% | $152+78.1% |