Filed December 13, 2018
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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,178 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $202,305 | $71,192+184.2% | $117,854+71.7% | $62,292+224.8% |
| Participation rate | 98.7% | 74.2%+24.4pp | 79.7%+19.0pp | 69.5%+29.2pp |
| Annual return | 20.87% | 18.66%+2.2pp | 335.08%-314.2pp | 28.90%-8.0pp |
| Employer contribution / active EE | $13,449 | $1,934+595.4% | $3,786+255.2% | $2,042+558.5% |
| Participant deferral / active EE | $7,656 | $3,189+140.1% | $4,482+70.8% | $3,169+141.6% |
| Admin fee / account holder | $293 | $587-50.1% | $8,020-96.3% | $479-38.9% |