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.5+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 PO BOX 1745 · RICHMOND, VA 23218 | Advisory (Participants) | $71,824 |
ASCENSUS LLC5+ years Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $23,547 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,369 | $52,953+104.7% | $172,739-37.3% | $65,185+66.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.79% | 30.12%-10.3pp | 802.84%-783.1pp | 29.38%-9.6pp |
| Employer contribution / active EE | $6,334 | $2,190+189.3% | $5,143+23.2% | $2,177+191.0% |
| Participant deferral / active EE | $4,618 | $2,471+86.9% | $5,198-11.1% | $3,514+31.4% |
| Admin fee / account holder | $357 | $472-24.3% | $13,954-97.4% | $847-57.8% |