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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $53,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $84,523 | $65,592+28.9% | $90,160-6.3% | $69,631+21.4% |
| Participation rate | 66.3% | 77.6%-11.3pp | 76.9%-10.6pp | 70.7%-4.4pp |
| Annual return | 22.37% | 57.10%-34.7pp | 34.88%-12.5pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $3,354 | $2,193+52.9% | $3,318+1.1% | $2,032+65.0% |
| Participant deferral / active EE | $7,431 | $5,257+41.4% | $5,288+40.5% | $3,224+130.5% |
| Admin fee / account holder | $6 | $86-92.6% | $5,943-99.9% | $110-94.2% |