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 LLC Service code 27 · EIN 95-1411037 | Advisory (Plan) | $12,725 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,640 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,015 | $59,186-30.7% | $76,768-46.6% | $56,287-27.1% |
| Participation rate | 85.5% | 75.2%+10.3pp | 77.0%+8.5pp | 69.9%+15.6pp |
| Annual return | -1.93% | 6.62%-8.5pp | 2.43%-4.4pp | -9.96%+8.0pp |
| Employer contribution / active EE | $2,055 | $1,759+16.9% | $2,485-17.3% | $2,111-2.6% |
| Participant deferral / active EE | $4,475 | $3,255+37.5% | $3,852+16.2% | $3,350+33.6% |
| Admin fee / account holder | $140 | $489-71.4% | $6,675-97.9% | $521-73.2% |