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 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $22,945 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,746 | $34,677-11.3% | $77,024-60.1% | $64,808-52.6% |
| Participation rate | 37.9% | 49.8%-11.9pp | 67.9%-30.0pp | 71.5%-33.6pp |
| Annual return | -15.87% | -5.33%-10.5pp | 42.32%-58.2pp | 32.82%-48.7pp |
| Employer contribution / active EE | $256 | $1,370-81.4% | $2,812-90.9% | $2,506-89.8% |
| Participant deferral / active EE | $829 | $2,556-67.6% | $4,426-81.3% | $4,310-80.8% |
| Admin fee / account holder | $153 | $179-14.1% | $5,425-97.2% | $188-18.3% |