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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.
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 26 · EIN 34-1542819 13200 FOUNTAINHEAD PLAZA · HAGERSTOWN, MD 21742 | Advisory (Participants) | $5,478 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $443 |
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,995 | $43,504-56.3% | $68,793-72.4% | $56,287-66.3% |
| Participation rate | 61.3% | 67.8%-6.6pp | 72.2%-10.9pp | 69.9%-8.6pp |
| Annual return | 4.05% | -3.15%+7.2pp | -4.63%+8.7pp | -9.96%+14.0pp |
| Employer contribution / active EE | $219 | $1,525-85.6% | $2,625-91.6% | $2,111-89.6% |
| Participant deferral / active EE | $1,281 | $2,509-49.0% | $3,311-61.3% | $3,350-61.8% |
| Admin fee / account holder | $224 | $515-56.4% | $5,131-95.6% | $521-56.9% |