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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.
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,682 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,916 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $106,903 | $55,449+92.8% | $83,848+27.5% | $56,287+89.9% |
| Participation rate | 47.6% | 68.0%-20.4pp | 76.1%-28.6pp | 69.9%-22.3pp |
| Annual return | -5.74% | -1.38%-4.4pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,281 | $2,430-6.2% | $3,631-37.2% | $2,111+8.0% |
| Participant deferral / active EE | $3,567 | $2,935+21.5% | $4,082-12.6% | $3,350+6.5% |
| Admin fee / account holder | $412 | $656-37.2% | $5,478-92.5% | $521-21.0% |