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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.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $103,678 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,538 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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 | $112,972 | $74,024+52.6% | $77,999+44.8% | $57,658+95.9% |
| Participation rate | 98.1% | 79.7%+18.4pp | 75.5%+22.6pp | 70.2%+27.9pp |
| Annual return | 7.87% | 12.14%-4.3pp | 425.96%-418.1pp | 5.13%+2.7pp |
| Employer contribution / active EE | $4,821 | $2,365+103.8% | $2,470+95.2% | $1,974+144.3% |
| Participant deferral / active EE | $4,769 | $3,533+35.0% | $3,497+36.4% | $3,061+55.8% |
| Admin fee / account holder | $47 | $93-49.1% | $5,480-99.1% | $95-49.8% |