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 | $167,152 |
Filed as: INTELLICENTS INVETMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $30,609 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,006 | $96,458-71.0% | $136,294-79.5% | $77,958-64.1% |
| Participation rate | 83.3% | 75.4%+7.9pp | 81.9%+1.4pp | 71.6%+11.7pp |
| Annual return | 17.91% | 23.78%-5.9pp | 5155.94%-5138.0pp | 20.87%-3.0pp |
| Employer contribution / active EE | $1,478 | $3,144-53.0% | $4,695-68.5% | $2,310-36.0% |
| Participant deferral / active EE | $3,231 | $5,902-45.3% | $6,247-48.3% | $3,537-8.6% |
| Admin fee / account holder | $63 | $80-22.0% | $9,243-99.3% | $97-35.6% |