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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,729 |
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 | $57,018 | $86,332-34.0% | $125,175-54.4% | $65,185-12.5% |
| Participation rate | 89.7% | 75.3%+14.4pp | 79.8%+9.9pp | 70.2%+19.5pp |
| Annual return | 20.52% | 27.43%-6.9pp | 43.79%-23.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,147 | $3,537+17.2% | $4,937-16.0% | $3,514+18.0% |
| Admin fee / account holder | $232 | $609-61.9% | $9,702-97.6% | $847-72.6% |