Filed June 29, 2022
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 Filed as: WELLS FARGO ADVISORS Service code 26 10 CADILLAC DRIVE SUITE 300 · BRENTWOOD, TN 37027 | Advisory (Participants) | $173,330 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $71,410 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,536 | $46,173+132.9% | $170,442-36.9% | $69,631+54.4% |
| Participation rate | 99.2% | 63.9%+35.3pp | 83.6%+15.6pp | 70.7%+28.5pp |
| Annual return | 21.14% | 21.62%-0.5pp | 205.93%-184.8pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $6,828 | $1,610+324.2% | $5,433+25.7% | $2,032+236.0% |
| Participant deferral / active EE | $4,256 | $2,080+104.6% | $4,939-13.8% | $3,224+32.0% |
| Admin fee / account holder | $269 | $116+131.6% | $13,880-98.1% | $110+143.2% |