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.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $38,976 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,519 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,459 | $61,156+57.7% | $185,823-48.1% | $79,386+21.5% |
| Participation rate | 97.9% | 66.6%+31.3pp | 81.7%+16.2pp | 70.7%+27.2pp |
| Annual return | 18.69% | 19.45%-0.8pp | 122.05%-103.4pp | 116.85%-98.2pp |
| Employer contribution / active EE | $3,452 | $2,321+48.8% | $5,167-33.2% | $2,427+42.2% |
| Participant deferral / active EE | $6,881 | $2,789+146.7% | $5,568+23.6% | $4,046+70.1% |
| Admin fee / account holder | $24 | $710-96.7% | $16,237-99.9% | $626-96.2% |