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 8-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 | $102,723 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $38,470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,302 | $101,317-41.5% | $146,958-59.6% | $74,495-20.4% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 18.54% | 8730.91%-8712.4pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $2,065 | $3,810-45.8% | $4,933-58.1% | $2,623-21.3% |
| Participant deferral / active EE | $13,199 | $7,303+80.7% | $8,070+63.6% | $4,346+203.7% |
| Admin fee / account holder | $299 | $1,739-82.8% | $12,998-97.7% | $1,942-84.6% |