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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.
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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $178,644 |
Filed as: INTELLICENTS INVETMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $45,000 |
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).
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 | $28,189 | $101,523-72.2% | $141,162-80.0% | $77,787-63.8% |
| Participation rate | 89.2% | 77.4%+11.8pp | 82.5%+6.7pp | 73.2%+15.9pp |
| Annual return | 21.64% | 56.22%-34.6pp | 71.39%-49.8pp | 32.57%-10.9pp |
| Employer contribution / active EE | $1,672 | $3,341-50.0% | $4,735-64.7% | $2,504-33.2% |
| Participant deferral / active EE | $3,774 | $6,434-41.3% | $6,709-43.7% | $3,967-4.9% |
| Admin fee / account holder | $67 | $92-26.4% | $10,261-99.3% | $100-32.7% |