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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.5+ years Filed as: WELLS FARGO Service code 51 · EIN 27-0058684 201 MAIN STREET · FORT WORTH, TX 76102 | Investment Mgmt Fees | $77,221 |
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 | $41,383 | $47,922-13.6% | $75,886-45.5% | $65,185-36.5% |
| Participation rate | 99.5% | 63.0%+36.5pp | 69.3%+30.2pp | 70.2%+29.3pp |
| Annual return | 22.25% | 24.12%-1.9pp | 30.76%-8.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $3,971 | $1,557+155.0% | $2,500+58.8% | $2,177+82.4% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $339 | $532-36.2% | $5,418-93.7% | $847-60.0% |