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 4-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.3+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $25,516 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $16,284 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,335 |
Filed as: ALLEN, GIBBS, & HOULIK Service code 27 · EIN 48-1251304 | Advisory (Plan) | $12,230 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,523 | $53,165+55.2% | $86,188-4.3% | $74,419+10.9% |
| Participation rate | 72.0% | 64.9%+7.2pp | 69.0%+3.1pp | 70.7%+1.3pp |
| Annual return | 15.78% | 22.64%-6.9pp | 1168.45%-1152.7pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,477 | $1,210+22.0% | $2,380-38.0% | $2,637-44.0% |
| Participant deferral / active EE | $3,939 | $3,234+21.8% | $3,985-1.2% | $4,528-13.0% |
| Admin fee / account holder | $101 | $551-81.6% | $6,852-98.5% | $348-70.8% |