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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.
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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 12 · EIN 48-1205033 | Float revenue; Direct payment from th... | $6,151 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 11682 EL CAMINO REAL STE 11 · SAN DIEGO, CA 921302092 | Advisory (Plan) | $5,115 |
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 | $27,442 | $58,879-53.4% | $178,490-84.6% | $73,488-62.7% |
| Participation rate | 87.1% | 66.2%+20.9pp | 81.9%+5.2pp | 70.7%+16.5pp |
| Annual return | 10.74% | 24.86%-14.1pp | 151.07%-140.3pp | 28.51%-17.8pp |
| Employer contribution / active EE | $622 | $2,236-72.2% | $5,011-87.6% | $2,270-72.6% |
| Participant deferral / active EE | $917 | $2,567-64.3% | $5,202-82.4% | $3,740-75.5% |
| Admin fee / account holder | $49 | $400-87.7% | $13,984-99.6% | $513-90.4% |