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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.
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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 | $748,523 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $672 |
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 | $53,891 | $117,238-54.0% | $87,100-38.1% | $82,204-34.4% |
| Participation rate | 94.0% | 87.2%+6.8pp | 76.9%+17.2pp | 73.4%+20.6pp |
| Annual return | 21.24% | 25.80%-4.6pp | 28.19%-6.9pp | 26.31%-5.1pp |
| Employer contribution / active EE | $2,521 | $3,535-28.7% | $2,5210% | $2,707-6.9% |
| Participant deferral / active EE | $3,323 | $5,976-44.4% | $4,049-17.9% | $4,246-21.7% |
| Admin fee / account holder | $104 | $81+28.2% | $7,497-98.6% | $76+37.8% |