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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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $87,759 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,405 |
BLACK & PINCKARD LLC5 years Service code 10 · EIN 26-0079831 | Accounting | $11,000 |
STONES RIVER CONSULTING3 years Service code 15 · EIN 45-3783933 | Recordkeeping | $8,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,171 | $62,624-31.1% | $177,989-75.7% | $77,643-44.4% |
| Participation rate | 42.7% | 66.8%-24.1pp | 77.1%-34.4pp | 70.6%-27.9pp |
| Annual return | 13.73% | 16.16%-2.4pp | 294.48%-280.7pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,129 | $1,909-40.8% | $3,949-71.4% | $2,726-58.6% |
| Participant deferral / active EE | $2,421 | $4,219-42.6% | $6,276-61.4% | $4,647-47.9% |
| Admin fee / account holder | $416 | $386+7.7% | $10,363-96.0% | $430-3.4% |