Filed August 25, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $51,218 |
WELL AND GOOD LLC2 years Filed as: WELL FARGO WBS Service code 27 | Advisory (Plan) | $0 |
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 | $49,425 | $69,305-28.7% | $82,313-40.0% | $69,631-29.0% |
| Participation rate | 81.9% | 80.3%+1.6pp | 76.9%+5.0pp | 70.7%+11.2pp |
| Annual return | 15.39% | 21.47%-6.1pp | 25.88%-10.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,570 | $1,887-16.8% | $2,428-35.3% | $2,032-22.7% |
| Participant deferral / active EE | $2,949 | $3,568-17.3% | $3,706-20.4% | $3,224-8.5% |
| Admin fee / account holder | $254 | $97+161.0% | $5,608-95.5% | $110+129.7% |