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.2+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $95,645 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $254,413 | $58,726+333.2% | $92,233+175.8% | $62,292+308.4% |
| Participation rate | 98.6% | 68.3%+30.3pp | 76.5%+22.1pp | 69.5%+29.1pp |
| Annual return | 19.22% | 43.62%-24.4pp | 176.28%-157.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $15,503 | $2,392+548.2% | $3,679+321.4% | $2,042+659.1% |
| Participant deferral / active EE | $9,993 | $2,766+261.3% | $3,897+156.5% | $3,169+215.3% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |