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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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $317,486 |
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 | $28,891 | $407,990-92.9% | $121,196-76.2% | $75,289-61.6% |
| Participation rate | 96.6% | 59.5%+37.1pp | 71.7%+24.9pp | 72.4%+24.2pp |
| Annual return | -5.53% | 2.93%-8.5pp | 16.93%-22.5pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,288 | $1,846-30.2% | $4,022-68.0% | $2,405-46.4% |
| Participant deferral / active EE | $3,495 | $2,201+58.8% | $3,344+4.5% | $3,739-6.5% |
| Admin fee / account holder | $71 | $455-84.3% | $5,019-98.6% | $102-30.3% |