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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,122 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $8,428 |
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 | $25,181 | $56,629-55.5% | $77,999-67.7% | $55,167-54.4% |
| Participation rate | 94.1% | 73.3%+20.8pp | 75.5%+18.6pp | 69.0%+25.2pp |
| Annual return | 7.18% | 2866.98%-2859.8pp | 425.96%-418.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $708 | $1,723-58.9% | $2,470-71.3% | $1,963-63.9% |
| Participant deferral / active EE | $3,461 | $2,777+24.6% | $3,497-1.0% | $3,054+13.3% |
| Admin fee / account holder | $183 | $467-60.8% | $5,480-96.7% | $504-63.7% |