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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,984 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,876 |
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 | $46,158 | $73,102-36.9% | $123,544-62.6% | $56,287-18.0% |
| Participation rate | 93.4% | 74.3%+19.1pp | 82.3%+11.1pp | 69.9%+23.5pp |
| Annual return | -5.14% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,672 | $2,977-43.8% | $4,628-63.9% | $2,111-20.8% |
| Participant deferral / active EE | $5,100 | $5,423-6.0% | $6,426-20.6% | $3,350+52.3% |
| Admin fee / account holder | $147 | $554-73.4% | $9,284-98.4% | $521-71.7% |