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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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,542 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,412 | $71,192-23.6% | $117,854-53.8% | $62,292-12.7% |
| Participation rate | 74.5% | 74.2%+0.2pp | 79.7%-5.2pp | 69.5%+4.9pp |
| Annual return | 17.90% | 18.66%-0.8pp | 335.08%-317.2pp | 28.90%-11.0pp |
| Employer contribution / active EE | $605 | $1,934-68.7% | $3,786-84.0% | $2,042-70.4% |
| Participant deferral / active EE | $2,505 | $3,189-21.5% | $4,482-44.1% | $3,169-21.0% |
| Admin fee / account holder | $133 | $587-77.3% | $8,020-98.3% | $479-72.2% |