See peer percentile detail with Solo.
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 10-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.6 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $33,283 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,310 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,201 | $91,538+102.3% | $129,995+42.5% | $75,163+146.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.15% | -631.11%+647.3pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,430 | $2,845+20.5% | $4,320-20.6% | $2,670+28.5% |
| Participant deferral / active EE | $4,387 | $4,341+1.1% | $5,820-24.6% | $4,125+6.4% |
| Admin fee / account holder | $262 | $6,790-96.1% | $10,614-97.5% | $5,651-95.4% |