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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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,625 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,208 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,852 | $93,131-47.5% | $106,548-54.2% | $86,799-43.7% |
| Participation rate | 85.1% | 81.4%+3.7pp | 76.1%+9.0pp | 72.3%+12.8pp |
| Annual return | 29.25% | 19.45%+9.8pp | 26.80%+2.4pp | 97.91%-68.7pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,390 | $4,708-49.2% | $4,398-45.6% | $4,131-42.1% |
| Admin fee / account holder | $172 | $145+18.3% | $7,407-97.7% | $170+1.2% |