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 8-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 27 · EIN 23-2384840 | Advisory (Plan) | $10,204 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,494 |
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 | $34,671 | $73,102-52.6% | $123,544-71.9% | $56,287-38.4% |
| Participation rate | 90.4% | 74.3%+16.0pp | 82.3%+8.1pp | 69.9%+20.5pp |
| Annual return | 39.83% | 3.01%+36.8pp | 119.20%-79.4pp | -9.96%+49.8pp |
| Employer contribution / active EE | $2,508 | $2,977-15.8% | $4,628-45.8% | $2,111+18.8% |
| Participant deferral / active EE | $8,889 | $5,423+63.9% | $6,426+38.3% | $3,350+165.4% |
| Admin fee / account holder | $52 | $554-90.6% | $9,284-99.4% | $521-90.0% |