Filed June 24, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $81,314 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $137,913 | $63,905+115.8% | $74,183+85.9% | $57,658+139.2% |
| Participation rate | 98.4% | 79.8%+18.7pp | 76.6%+21.8pp | 70.2%+28.2pp |
| Annual return | 8.31% | 60.60%-52.3pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $5,541 | $1,840+201.1% | $2,370+133.8% | $1,974+180.7% |
| Participant deferral / active EE | $3,749 | $3,448+8.7% | $3,550+5.6% | $3,061+22.5% |
| Admin fee / account holder | $141 | $91+54.9% | $5,586-97.5% | $95+49.2% |