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.4+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $82,352 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$44,356 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $310,013 | $63,114+391.2% | $92,893+233.7% | $65,185+375.6% |
| Participation rate | 97.5% | 68.8%+28.8pp | 76.0%+21.5pp | 70.2%+27.3pp |
| Annual return | 23.24% | 28.75%-5.5pp | 109.41%-86.2pp | 29.38%-6.1pp |
| Employer contribution / active EE | $23,216 | $2,571+803.2% | $3,653+535.6% | $2,177+966.6% |
| Participant deferral / active EE | $9,782 | $3,108+214.7% | $4,236+130.9% | $3,514+178.4% |
| Admin fee / account holder | $196 | $624-68.6% | $5,794-96.6% | $847-76.9% |