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 BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $44,710 |
401(K) ADVISORS INC4 years Filed as: WF ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,144 |
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 | $106,792 | $86,332+23.7% | $125,175-14.7% | $65,185+63.8% |
| Participation rate | 85.3% | 75.3%+10.0pp | 79.8%+5.5pp | 70.2%+15.1pp |
| Annual return | 20.28% | 27.43%-7.2pp | 43.79%-23.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,224 | $2,040-40.0% | $3,865-68.3% | $2,177-43.7% |
| Participant deferral / active EE | $5,509 | $3,537+55.8% | $4,937+11.6% | $3,514+56.8% |
| Admin fee / account holder | $448 | $609-26.5% | $9,702-95.4% | $847-47.1% |