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: MARK J TOMEI WELLS FARGO CLEARING Service code 27 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94194 | Advisory (Plan) | $29,490 |
EPLAN ADVISORS, LLC2 years Filed as: EPLAN SERVICES, LLC Service code 17 · EIN 36-1543746 | Pension Consulting | $14,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,113 | $106,236-50.0% | $112,228-52.7% | $64,808-18.0% |
| Participation rate | 22.0% | 71.7%-49.7pp | 75.1%-53.1pp | 71.5%-49.5pp |
| Annual return | -13.97% | -6.02%-8.0pp | 27.45%-41.4pp | 32.82%-46.8pp |
| Employer contribution / active EE | $808 | $3,166-74.5% | $3,635-77.8% | $2,506-67.8% |
| Participant deferral / active EE | $1,645 | $3,785-56.5% | $4,728-65.2% | $4,310-61.8% |
| Admin fee / account holder | $419 | $452-7.2% | $6,410-93.5% | $188+123.1% |