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 27 · EIN 23-2384840 | Advisory (Plan) | $43,993 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,525 |
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 | $53,686 | $69,305-22.5% | $82,313-34.8% | $69,631-22.9% |
| Participation rate | 82.3% | 80.3%+2.1pp | 76.9%+5.4pp | 70.7%+11.6pp |
| Annual return | 19.62% | 21.47%-1.8pp | 25.88%-6.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,107 | $1,887-41.3% | $2,428-54.4% | $2,032-45.5% |
| Participant deferral / active EE | $3,581 | $3,568+0.3% | $3,706-3.4% | $3,224+11.1% |
| Admin fee / account holder | $86 | $97-11.2% | $5,608-98.5% | $110-21.9% |