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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $69,797 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,531 | $160,088-22.8% | $112,977+9.3% | $73,409+68.3% |
| Participation rate | 98.4% | 90.7%+7.6pp | 82.6%+15.8pp | 72.2%+26.2pp |
| Annual return | 16.48% | 17.93%-1.4pp | 24.24%-7.8pp | 59.29%-42.8pp |
| Employer contribution / active EE | $3,008 | $5,200-42.1% | $4,255-29.3% | $2,234+34.7% |
| Participant deferral / active EE | $6,755 | $8,024-15.8% | $5,836+15.8% | $3,805+77.5% |
| Admin fee / account holder | $201 | $133+51.6% | $6,294-96.8% | $158+27.4% |