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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.
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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 CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $38,682 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,299 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,971 | $78,419-13.3% | $133,956-49.3% | $73,409-7.4% |
| Participation rate | 74.9% | 78.6%-3.7pp | 79.8%-4.9pp | 72.2%+2.7pp |
| Annual return | 17.83% | 33.35%-15.5pp | 45.09%-27.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,032 | $2,044-49.5% | $3,919-73.7% | $2,234-53.8% |
| Participant deferral / active EE | $2,344 | $3,925-40.3% | $5,048-53.6% | $3,805-38.4% |
| Admin fee / account holder | $310 | $161+92.0% | $8,927-96.5% | $158+96.2% |