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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $92,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,754 |
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 | $64,853 | $100,801-35.7% | $149,696-56.7% | $73,409-11.7% |
| Participation rate | 59.0% | 77.7%-18.7pp | 82.5%-23.5pp | 72.2%-13.2pp |
| Annual return | 20.63% | 265.34%-244.7pp | 276.60%-256.0pp | 59.29%-38.7pp |
| Employer contribution / active EE | $2,044 | $3,312-38.3% | $4,644-56.0% | $2,234-8.5% |
| Participant deferral / active EE | $4,617 | $6,404-27.9% | $6,842-32.5% | $3,805+21.3% |
| Admin fee / account holder | $27 | $181-85.2% | $9,309-99.7% | $158-83.0% |