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 | $99,665 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 49 · EIN 48-1305000 | Other Services | $23,827 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $16,334 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,073 | $89,808+53.7% | $100,391+37.5% | $77,643+77.8% |
| Participation rate | 72.2% | 81.2%-9.0pp | 81.5%-9.3pp | 70.6%+1.6pp |
| Annual return | 18.22% | 20.62%-2.4pp | 49.20%-31.0pp | 31.24%-13.0pp |
| Employer contribution / active EE | $2,982 | $3,039-1.9% | $3,942-24.3% | $2,726+9.4% |
| Participant deferral / active EE | $4,129 | $8,284-50.2% | $8,082-48.9% | $4,647-11.2% |
| Admin fee / account holder | $447 | $174+156.3% | $7,899-94.3% | $430+3.8% |