See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 ONE NORTH JEFFERSON AVE. · ST. LOUIS, MO 63103 | Advisory (Plan) | $42,878 |
Service code 12 · EIN 48-1205033 | Claims processing; Recordkeeping fees... | $2,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,845 | $44,873+98.0% | $79,464+11.8% | $56,287+57.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -4.93% | 0.81%-5.7pp | 718.14%-723.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,329 | $2,140+55.6% | $2,800+18.9% | $2,111+57.7% |
| Participant deferral / active EE | $5,135 | $2,746+87.0% | $3,704+38.6% | $3,350+53.3% |
| Admin fee / account holder | $244 | $418-41.6% | $5,113-95.2% | $521-53.1% |