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 7-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.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,499 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,249 | $79,428-61.9% | $106,548-71.6% | $79,386-61.9% |
| Participation rate | 96.6% | 74.1%+22.5pp | 76.1%+20.5pp | 70.7%+25.9pp |
| Annual return | 61.89% | 18.27%+43.6pp | 26.80%+35.1pp | 116.85%-55.0pp |
| Employer contribution / active EE | $2,461 | $2,234+10.2% | $2,819-12.7% | $2,427+1.4% |
| Participant deferral / active EE | $5,530 | $3,823+44.7% | $4,398+25.7% | $4,046+36.7% |
| Admin fee / account holder | $4 | $523-99.2% | $7,407-99.9% | $626-99.3% |