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.1+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | -$6 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,540 | $38,925+29.8% | $73,843-31.6% | $55,191-8.4% |
| Participation rate | 99.6% | 66.0%+33.6pp | 73.4%+26.2pp | 69.2%+30.4pp |
| Annual return | -0.12% | 6.31%-6.4pp | 2267.84%-2268.0pp | 10.78%-10.9pp |
| Employer contribution / active EE | $932 | $1,695-45.0% | $2,787-66.6% | $1,899-50.9% |
| Participant deferral / active EE | $3,991 | $2,351+69.8% | $3,583+11.4% | $3,046+31.0% |
| Admin fee / account holder | $0 | $83-99.5% | $4,880-100.0% | $91-99.6% |