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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $219,602 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $59,719 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $39,080 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $13,004 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,801 | $136,266-14.3% | $90,749+28.7% | $77,904+49.9% |
| Participation rate | 96.6% | 86.6%+10.0pp | 75.7%+20.9pp | 73.7%+23.0pp |
| Annual return | -15.89% | -11.32%-4.6pp | -12.16%-3.7pp | 12.21%-28.1pp |
| Employer contribution / active EE | $6,324 | $4,215+50.0% | $2,921+116.5% | $2,848+122.1% |
| Participant deferral / active EE | $6,557 | $6,353+3.2% | $4,564+43.7% | $4,806+36.4% |
| Admin fee / account holder | $194 | $399-51.3% | $8,445-97.7% | $133+46.4% |