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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.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 34-1542819 13200 FOUNTAINHEAD PLAZA · HAGERSTOWN, MD 21742 | Advisory (Participants) | $5,434 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $435 |
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.
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 | $27,112 | $54,229-50.0% | $70,092-61.3% | $68,494-60.4% |
| Participation rate | 57.3% | 64.5%-7.2pp | 70.5%-13.2pp | 67.9%-10.6pp |
| Annual return | -17.14% | -13.87%-3.3pp | 190.73%-207.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $310 | $2,018-84.6% | $2,559-87.9% | $2,596-88.0% |
| Participant deferral / active EE | $1,585 | $2,956-46.4% | $3,849-58.8% | $4,027-60.7% |
| Admin fee / account holder | $314 | $4,694-93.3% | $6,267-95.0% | $5,403-94.2% |