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.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $2,060 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,039 | $52,953-39.5% | $172,739-81.5% | $65,185-50.8% |
| Participation rate | 57.4% | 66.2%-8.8pp | 82.6%-25.3pp | 70.2%-12.8pp |
| Annual return | 22.39% | 30.12%-7.7pp | 802.84%-780.5pp | 29.38%-7.0pp |
| Employer contribution / active EE | $933 | $2,190-57.4% | $5,143-81.9% | $2,177-57.1% |
| Participant deferral / active EE | $1,851 | $2,471-25.1% | $5,198-64.4% | $3,514-47.3% |
| Admin fee / account holder | $12 | $472-97.4% | $13,954-99.9% | $847-98.6% |