Filed February 25, 2026 (most recent of 4 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $175,560 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,854 | $37,039+77.8% | $147,614-55.4% | $59,188+11.3% |
| Participation rate | 82.3% | 63.8%+18.6pp | 84.6%-2.3pp | 69.4%+12.9pp |
| Annual return | -0.90% | 7.19%-8.1pp | 61.98%-62.9pp | 5.51%-6.4pp |
| Employer contribution / active EE | $1,764 | $1,353+30.4% | $5,564-68.3% | $2,098-15.9% |
| Participant deferral / active EE | $3,561 | $2,094+70.1% | $4,895-27.3% | $3,265+9.1% |
| Admin fee / account holder | $113 | $60+87.1% | $11,611-99.0% | $92+22.2% |