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 10-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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $25,664 |
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 | $35,174 | $44,221-20.5% | $121,196-71.0% | $56,287-37.5% |
| Participation rate | 83.1% | 61.1%+22.1pp | 71.7%+11.4pp | 69.9%+13.3pp |
| Annual return | 9.65% | -3.58%+13.2pp | 16.93%-7.3pp | -9.96%+19.6pp |
| Employer contribution / active EE | $512 | $1,480-65.4% | $4,022-87.3% | $2,111-75.8% |
| Participant deferral / active EE | $1,676 | $2,521-33.5% | $3,344-49.9% | $3,350-50.0% |
| Admin fee / account holder | $111 | $480-76.8% | $5,019-97.8% | $521-78.6% |