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.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $18,691 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $2,962 |
ABACUS RETIREMENT SOLUTIONS5 years Service code 37 · EIN 43-1954512 STE 1060 · ALBUQUERQUE, NM 87102 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,125 | $64,119-51.5% | $112,228-72.3% | $66,914-53.5% |
| Participation rate | 45.8% | 68.5%-22.7pp | 75.1%-29.3pp | 69.8%-24.0pp |
| Annual return | -19.22% | -13.81%-5.4pp | 27.45%-46.7pp | 1.58%-20.8pp |
| Employer contribution / active EE | $697 | $3,005-76.8% | $3,635-80.8% | $2,544-72.6% |
| Participant deferral / active EE | $2,339 | $3,693-36.7% | $4,728-50.5% | $4,237-44.8% |
| Admin fee / account holder | $441 | $625-29.4% | $6,410-93.1% | $593-25.6% |