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.2+ years Filed as: WELLS FARGO BANK NA Service code 21 · EIN 94-1347393 | Bank Trustee | $43,935 |
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 | $21,869 | $96,458-77.3% | $136,294-84.0% | $77,958-71.9% |
| Participation rate | 98.5% | 75.4%+23.1pp | 81.9%+16.5pp | 71.6%+26.8pp |
| Annual return | 42.36% | 23.78%+18.6pp | 5155.94%-5113.6pp | 20.87%+21.5pp |
| Employer contribution / active EE | $777 | $3,144-75.3% | $4,695-83.5% | $2,310-66.4% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $7 | $80-90.8% | $9,243-99.9% | $97-92.4% |