Filed August 25, 2026 (most recent of 2 filings on file)
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $45,078 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO WBS Service code 27 | Advisory (Plan) | $24,920 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS WBS Service code 27 · EIN 56-0898180 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,489 | $54,320-18.1% | $67,652-34.2% | $52,331-15.0% |
| Participation rate | 73.6% | 73.6%0pp | 75.7%-2.1pp | 68.1%+5.5pp |
| Annual return | 0.41% | 6.81%-6.4pp | 6625.04%-6624.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,428 | $1,544-7.5% | $2,266-37.0% | $1,882-24.1% |
| Participant deferral / active EE | $2,799 | $2,950-5.1% | $3,560-21.4% | $3,022-7.4% |
| Admin fee / account holder | $434 | $527-17.6% | $4,821-91.0% | $592-26.6% |