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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,302 |
Service code 17 · EIN 58-1989031 | Pension Consulting | $13,125 |
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 | $117,449 | $69,977+67.8% | $108,579+8.2% | $62,891+86.8% |
| Participation rate | 97.8% | 72.9%+24.9pp | 79.6%+18.2pp | 69.3%+28.5pp |
| Annual return | 9.79% | 10.73%-0.9pp | -51.70%+61.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $4,436 | $2,135+107.8% | $3,758+18.0% | $2,281+94.5% |
| Participant deferral / active EE | $6,158 | $3,165+94.6% | $4,311+42.9% | $3,203+92.3% |
| Admin fee / account holder | $270 | $5,076-94.7% | $7,645-96.5% | $4,296-93.7% |