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.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $32,943 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $7,910 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,109 |
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 | $104,217 | $111,090-6.2% | $156,263-33.3% | - |
| Participation rate | 89.9% | 75.0%+14.9pp | 78.9%+11.0pp | - |
| Annual return | 14.38% | 16.66%-2.3pp | 59.47%-45.1pp | - |
| Employer contribution / active EE | $3,513 | $2,524+39.2% | $4,333-18.9% | - |
| Participant deferral / active EE | $5,874 | $4,469+31.4% | $6,158-4.6% | - |
| Admin fee / account holder | $48 | $15,012-99.7% | $14,255-99.7% | - |