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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $31,010 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,015 |
Service code 27 · EIN 75-1832551 | Advisory (Plan) | $13,290 |
Form 5500 reported that benefits due were not provided when due.
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 | $59,031 | $73,404-19.6% | $87,100-32.2% | $67,579-12.6% |
| Participation rate | 88.0% | 80.9%+7.1pp | 76.9%+11.1pp | 71.3%+16.7pp |
| Annual return | 20.14% | 48.29%-28.2pp | 28.19%-8.0pp | 378.56%-358.4pp |
| Employer contribution / active EE | $1,384 | $2,014-31.3% | $2,521-45.1% | $2,148-35.6% |
| Participant deferral / active EE | $4,707 | $3,913+20.3% | $4,049+16.3% | $3,539+33.0% |
| Admin fee / account holder | $193 | $142+36.0% | $7,497-97.4% | $142+35.4% |