Filed January 25, 2021 (most recent of 3 filings on file)
Total covered: 15 employees
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 Filed as: WELLS FARGO BANK NA Service code 21 · EIN 94-1347393 | Bank Trustee | $160,796 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,850 | $85,635-81.5% | $123,892-87.2% | $63,975-75.2% |
| Participation rate | 98.4% | 74.9%+23.5pp | 81.4%+17.0pp | 71.1%+27.3pp |
| Annual return | 5.14% | 15.74%-10.6pp | 47.52%-42.4pp | 48.65%-43.5pp |
| Employer contribution / active EE | $687 | $3,076-77.7% | $4,617-85.1% | $2,182-68.5% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $28 | $75-63.3% | $8,357-99.7% | $70-60.9% |