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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.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $52,003 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $18,393 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,648 | $69,362+311.8% | $101,248+182.1% | $73,488+288.7% |
| Participation rate | 94.8% | 68.4%+26.4pp | 75.8%+19.0pp | 70.7%+24.1pp |
| Annual return | 14.54% | 18.46%-3.9pp | 46.47%-31.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $8,574 | $2,628+226.2% | $3,660+134.3% | $2,270+277.7% |
| Participant deferral / active EE | $8,280 | $3,300+150.9% | $4,370+89.5% | $3,740+121.4% |
| Admin fee / account holder | $224 | $704-68.2% | $5,945-96.2% | $513-56.4% |