Filed April 24, 2017 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $77,345 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,818 | $89,553-6.4% | $81,367+3.0% | $52,331+60.2% |
| Participation rate | 98.8% | 82.2%+16.5pp | 82.3%+16.5pp | 68.1%+30.7pp |
| Annual return | 0.37% | 4.41%-4.0pp | -0.92%+1.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $2,463 | $3,780-34.8% | $3,930-37.3% | $1,882+30.9% |
| Participant deferral / active EE | $4,761 | $5,359-11.2% | $5,383-11.6% | $3,022+57.5% |
| Admin fee / account holder | $245 | $1,914-87.2% | $8,926-97.3% | $592-58.6% |