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 ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVENUE · ST. LOUIS, MO 63103 | Advisory (Plan) | $10,680 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,170 |
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 | $60,058 | $70,879-15.3% | $189,557-68.3% | $79,386-24.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 16.27% | 20.70%-4.4pp | 64.17%-47.9pp | 116.85%-100.6pp |
| Employer contribution / active EE | $1,587 | $1,806-12.1% | $4,412-64.0% | $2,427-34.6% |
| Participant deferral / active EE | $2,986 | $4,081-26.8% | $6,174-51.6% | $4,046-26.2% |
| Admin fee / account holder | $149 | $647-76.9% | $9,807-98.5% | $626-76.2% |