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 CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $28,042 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$1,675 |
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 | $111,116 | $155,795-28.7% | $136,294-18.5% | $69,631+59.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 81.9%-5.0pp | 70.7%+6.2pp |
| Annual return | 18.29% | 232464.33%-232446.0pp | 5155.94%-5137.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $2,849 | $2,991-4.7% | $4,695-39.3% | $2,032+40.2% |
| Participant deferral / active EE | $4,640 | $5,394-14.0% | $6,247-25.7% | $3,224+43.9% |
| Admin fee / account holder | -$8 | $128-106.0% | $9,243-100.1% | $110-107.0% |