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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.
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 Filed as: WELLS FARGO BANK NA Service code 12 · EIN 94-1347393 | Claims processing | $90,567 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $104,115 | $86,332+20.6% | $125,175-16.8% | $65,185+59.7% |
| Participation rate | 93.9% | 75.3%+18.5pp | 79.8%+14.1pp | 70.2%+23.7pp |
| Annual return | 20.74% | 27.43%-6.7pp | 43.79%-23.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $2,208 | $2,040+8.2% | $3,865-42.9% | $2,177+1.4% |
| Participant deferral / active EE | $5,873 | $3,537+66.0% | $4,937+19.0% | $3,514+67.2% |
| Admin fee / account holder | $294 | $609-51.7% | $9,702-97.0% | $847-65.3% |