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 ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $14,053 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,560 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,991 | $50,958+0.1% | $74,550-31.6% | $64,186-20.6% |
| Participation rate | 88.4% | 61.1%+27.3pp | 69.1%+19.2pp | 69.6%+18.8pp |
| Annual return | -4.23% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,116 | $1,115+269.1% | $1,961+109.9% | $2,381+72.9% |
| Participant deferral / active EE | $5,108 | $2,301+122.0% | $3,108+64.4% | $3,470+47.2% |
| Admin fee / account holder | $149 | $4,223-96.5% | $5,060-97.1% | $4,888-97.0% |