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 | $51,274 |
RAIMONDO PETTIT GROUP1 year Service code 10 · EIN 33-0532641 | Accounting | $10,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,944 | $155,795-66.7% | $136,294-61.9% | $69,631-25.4% |
| Participation rate | 53.4% | 75.2%-21.8pp | 81.9%-28.5pp | 70.7%-17.2pp |
| Annual return | 25.53% | 232464.33%-232438.8pp | 5155.94%-5130.4pp | 27571.02%-27545.5pp |
| Employer contribution / active EE | $1,745 | $2,991-41.7% | $4,695-62.8% | $2,032-14.2% |
| Participant deferral / active EE | $3,769 | $5,394-30.1% | $6,247-39.7% | $3,224+16.9% |
| Admin fee / account holder | $33 | $128-74.3% | $9,243-99.6% | $110-70.2% |