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 Service code 26 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Advisory (Participants) | $21,062 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,230 | $95,416+125.6% | $185,823+15.8% | $85,850+150.7% |
| Participation rate | 91.8% | 68.8%+23.1pp | 81.7%+10.1pp | 69.3%+22.5pp |
| Annual return | 15.30% | 23.59%-8.3pp | 122.05%-106.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $7,204 | $3,314+117.4% | $5,167+39.4% | $2,565+180.8% |
| Participant deferral / active EE | $5,071 | $3,423+48.1% | $5,568-8.9% | $3,952+28.3% |
| Admin fee / account holder | $532 | $7,213-92.6% | $16,237-96.7% | $6,260-91.5% |