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.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $4,710 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,000 |
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 | $38,436 | $58,879-34.7% | $178,490-78.5% | $73,488-47.7% |
| Participation rate | 54.9% | 66.2%-11.3pp | 81.9%-27.0pp | 70.7%-15.8pp |
| Annual return | 16.50% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,004 | $2,236-55.1% | $5,011-80.0% | $2,270-55.8% |
| Participant deferral / active EE | $1,928 | $2,567-24.9% | $5,202-62.9% | $3,740-48.4% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |