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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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,900 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $6,924 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,789 | $64,286-91.0% | $90,951-93.6% | $73,409-92.1% |
| Participation rate | 78.6% | 63.6%+15.0pp | 69.0%+9.6pp | 72.2%+6.4pp |
| Annual return | 12.55% | 21.45%-8.9pp | 134.60%-122.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $873 | $2,453-64.4% | $3,373-74.1% | $3,805-77.1% |
| Admin fee / account holder | $26 | $287-90.9% | $5,959-99.6% | $158-83.4% |