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 Filed as: WELLS FARGO ADVISORS FINANCIAL ADVI Service code 26 · EIN 36-4019175 | Advisory (Participants) | $30,424 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,289 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,051 | $101,317-39.7% | $146,958-58.5% | $74,495-18.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.44% | 8730.91%-8709.5pp | 418.34%-396.9pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $6,680 | $3,810+75.3% | $4,933+35.4% | $2,623+154.7% |
| Participant deferral / active EE | $9,197 | $7,303+25.9% | $8,070+14.0% | $4,346+111.6% |
| Admin fee / account holder | $332 | $1,739-80.9% | $12,998-97.4% | $1,942-82.9% |