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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.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $98,575 |
AMERICAN FUNDS7+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $30,251 |
Service code 13 · EIN 48-0890241 | Contract Administrator | $13,254 |
Service code 10 · EIN 48-1246310 | Accounting | $8,092 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,304 | $72,254+16.7% | $86,677-2.7% | $64,808+30.1% |
| Participation rate | 88.0% | 80.4%+7.6pp | 76.6%+11.4pp | 71.5%+16.6pp |
| Annual return | -16.10% | 392.42%-408.5pp | 35.91%-52.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,295 | $2,393-4.1% | $2,836-19.1% | $2,506-8.4% |
| Participant deferral / active EE | $3,978 | $4,658-14.6% | $4,656-14.6% | $4,310-7.7% |
| Admin fee / account holder | $358 | $174+106.1% | $7,493-95.2% | $188+90.8% |