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.1 year Filed as: WELLS FARGO ADVISOR Service code 27 11682 EL CAMINO REAL · SAN DIEGO, CA 921302092 | Advisory (Plan) | $51,691 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $45,511 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,290 | $46,2920% | $143,757-67.8% | $64,808-28.6% |
| Participation rate | 90.4% | 64.2%+26.2pp | 80.3%+10.1pp | 71.5%+19.0pp |
| Annual return | -12.97% | -10.05%-2.9pp | -0.04%-12.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $2,231 | $1,910+16.8% | $4,951-54.9% | $2,506-11.0% |
| Participant deferral / active EE | $4,319 | $2,646+63.2% | $5,637-23.4% | $4,310+0.2% |
| Admin fee / account holder | $107 | $154-30.7% | $14,673-99.3% | $188-43.2% |