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 Service code 15 · EIN 94-1347393 | Recordkeeping | $140,846 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $158,104 | $69,231+128.4% | $91,989+71.9% | $67,579+134.0% |
| Participation rate | 95.1% | 78.9%+16.2pp | 78.6%+16.5pp | 71.3%+23.8pp |
| Annual return | 21.28% | 32.03%-10.7pp | 69.02%-47.7pp | 378.56%-357.3pp |
| Employer contribution / active EE | $6,944 | $2,284+204.0% | $3,452+101.2% | $2,148+223.3% |
| Participant deferral / active EE | $4,603 | $5,854-21.4% | $5,923-22.3% | $3,539+30.0% |
| Admin fee / account holder | $188 | $107+75.3% | $7,743-97.6% | $142+32.3% |