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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,175 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,879 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,510 | $79,519-67.9% | $95,952-73.4% | $73,409-65.2% |
| Participation rate | 93.1% | 81.2%+11.9pp | 77.1%+16.0pp | 72.2%+20.9pp |
| Annual return | 12.21% | 19.20%-7.0pp | 91.61%-79.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $767 | $2,048-62.6% | $2,541-69.8% | $2,234-65.7% |
| Participant deferral / active EE | $2,620 | $4,138-36.7% | $4,167-37.1% | $3,805-31.2% |
| Admin fee / account holder | $144 | $184-21.9% | $6,795-97.9% | $158-8.8% |