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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,919 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,993 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,907 | $88,083-66.0% | $164,813-81.9% | $74,495-59.9% |
| Participation rate | 90.9% | 73.0%+17.9pp | 78.6%+12.3pp | 67.2%+23.7pp |
| Annual return | 12.35% | 17.26%-4.9pp | 69.93%-57.6pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $235 | $2,593-90.9% | $4,341-94.6% | $2,623-91.0% |
| Participant deferral / active EE | $3,166 | $4,498-29.6% | $6,031-47.5% | $4,346-27.1% |
| Admin fee / account holder | $238 | $2,234-89.4% | $12,690-98.1% | $1,942-87.8% |