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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,677 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $62,504 | $54,573+14.5% | $90,951-31.3% | $73,488-14.9% |
| Participation rate | 62.9% | 61.2%+1.7pp | 69.0%-6.1pp | 70.7%-7.8pp |
| Annual return | 17.88% | 16.69%+1.2pp | 134.60%-116.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $454 | $991-54.2% | $2,122-78.6% | $2,270-80.0% |
| Participant deferral / active EE | $2,192 | $2,517-12.9% | $3,373-35.0% | $3,740-41.4% |
| Admin fee / account holder | $178 | $521-65.9% | $5,959-97.0% | $513-65.3% |