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 9-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.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $33,277 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $7,638 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,347 | $72,658-51.4% | $127,761-72.3% | $67,579-47.7% |
| Participation rate | 99.1% | 80.0%+19.1pp | 79.0%+20.1pp | 71.3%+27.8pp |
| Annual return | 22.29% | 26.49%-4.2pp | 26.14%-3.9pp | 378.56%-356.3pp |
| Employer contribution / active EE | $6,300 | $3,988+58.0% | $4,574+37.7% | $2,148+193.3% |
| Participant deferral / active EE | $7,873 | $5,383+46.3% | $6,021+30.8% | $3,539+122.5% |
| Admin fee / account holder | $71 | $127-44.3% | $9,395-99.2% | $142-50.3% |