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.3 years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $35,206 |
WF ADVISORS, WBS2 years Service code 27 · EIN 56-0898180 | Advisory (Plan) | $26,029 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,515 | $66,302+36.5% | $110,238-17.9% | $56,287+60.8% |
| Participation rate | 79.6% | 74.9%+4.7pp | 79.8%-0.2pp | 69.9%+9.8pp |
| Annual return | -5.86% | -1.18%-4.7pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,168 | $2,047-43.0% | $3,826-69.5% | $2,111-44.7% |
| Participant deferral / active EE | $4,890 | $3,381+44.6% | $4,672+4.7% | $3,350+46.0% |
| Admin fee / account holder | $453 | $698-35.1% | $8,547-94.7% | $521-13.0% |