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 |
|---|---|---|
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $13,166 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $12,837 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,816 | $52,670+21.2% | $90,404-29.4% | $73,409-13.1% |
| Participation rate | 97.5% | 67.7%+29.9pp | 72.7%+24.9pp | 72.2%+25.4pp |
| Annual return | 14.88% | 20.70%-5.8pp | 1293.02%-1278.1pp | 59.29%-44.4pp |
| Employer contribution / active EE | $214 | $1,872-88.6% | $3,262-93.4% | $2,234-90.4% |
| Participant deferral / active EE | $4,309 | $2,807+53.5% | $3,963+8.7% | $3,805+13.2% |
| Admin fee / account holder | $36 | $117-69.4% | $5,611-99.4% | $158-77.4% |