Filed March 25, 2024 (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 9-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.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $12,050 |
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 | $28,811 | $49,177-41.4% | $79,464-63.7% | $64,186-55.1% |
| Participation rate | 98.5% | 65.0%+33.4pp | 73.3%+25.1pp | 69.6%+28.9pp |
| Annual return | -6.62% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,427 | $2,076-31.3% | $2,800-49.0% | $2,381-40.1% |
| Participant deferral / active EE | $5,829 | $2,821+106.6% | $3,704+57.4% | $3,470+68.0% |
| Admin fee / account holder | $111 | $3,839-97.1% | $5,113-97.8% | $4,888-97.7% |