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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,531 |
Filed as: INVESTMENT RESEARCH & AD Service code 27 · EIN 58-1989031 | Advisory (Plan) | $32,651 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $225,968 | $93,182+142.5% | $146,665+54.1% | $79,386+184.6% |
| Participation rate | 62.6% | 76.4%-13.9pp | 80.1%-17.5pp | 70.7%-8.1pp |
| Annual return | 13.44% | 21.61%-8.2pp | 22.74%-9.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $2,978 | $2,420+23.1% | $4,136-28.0% | $2,427+22.7% |
| Participant deferral / active EE | $5,097 | $4,169+22.3% | $5,506-7.4% | $4,046+26.0% |
| Admin fee / account holder | $429 | $585-26.7% | $10,280-95.8% | $626-31.5% |