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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $78,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,605 | $174,559-40.1% | $105,387-0.7% | $67,579+54.8% |
| Participation rate | 99.3% | 88.2%+11.2pp | 82.6%+16.8pp | 71.3%+28.1pp |
| Annual return | 24.11% | 23.63%+0.5pp | 26.82%-2.7pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,752 | $4,874-43.5% | $4,213-34.7% | $2,148+28.1% |
| Participant deferral / active EE | $5,950 | $7,563-21.3% | $5,502+8.1% | $3,539+68.1% |
| Admin fee / account holder | $200 | $270-26.1% | $6,559-97.0% | $142+40.3% |