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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,860 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $458 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 56-0898180 | Advisory (Plan) | $0 |
Service code 27 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,891 | $45,324+36.6% | $122,332-49.4% | $69,631-11.1% |
| Participation rate | 44.1% | 59.9%-15.8pp | 71.6%-27.5pp | 70.7%-26.6pp |
| Annual return | 14.83% | 25.35%-10.5pp | 30.27%-15.4pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,007 | $1,230-18.1% | $4,050-75.1% | $2,032-50.4% |
| Participant deferral / active EE | $1,343 | $2,367-43.2% | $3,287-59.1% | $3,224-58.3% |
| Admin fee / account holder | $16 | $87-81.4% | $5,478-99.7% | $110-85.3% |