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 LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $107,293 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,613 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $132,231 | $75,284+75.6% | $91,001+45.3% | $69,631+89.9% |
| Participation rate | 98.9% | 80.4%+18.5pp | 75.6%+23.3pp | 70.7%+28.2pp |
| Annual return | 16.61% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $4,468 | $2,473+80.7% | $2,456+81.9% | $2,032+119.9% |
| Participant deferral / active EE | $5,692 | $3,700+53.9% | $3,547+60.5% | $3,224+76.6% |
| Admin fee / account holder | $51 | $111-53.8% | $5,417-99.1% | $110-53.8% |