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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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $47,972 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $23,324 |
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 | $53,564 | $63,905-16.2% | $74,183-27.8% | $57,658-7.1% |
| Participation rate | 77.4% | 79.8%-2.3pp | 76.6%+0.8pp | 70.2%+7.2pp |
| Annual return | 6.91% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $802 | $1,840-56.4% | $2,370-66.2% | $1,974-59.4% |
| Participant deferral / active EE | $2,166 | $3,448-37.2% | $3,550-39.0% | $3,061-29.2% |
| Admin fee / account holder | $157 | $91+72.8% | $5,586-97.2% | $95+66.5% |