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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,275 |
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 | $221,737 | $86,332+156.8% | $125,175+77.1% | $65,185+240.2% |
| Participation rate | 98.7% | 75.3%+23.4pp | 79.8%+18.9pp | 70.2%+28.5pp |
| Annual return | 24.74% | 27.43%-2.7pp | 43.79%-19.1pp | 29.38%-4.6pp |
| Employer contribution / active EE | $14,146 | $2,040+593.5% | $3,865+266.0% | $2,177+549.9% |
| Participant deferral / active EE | $8,096 | $3,537+128.9% | $4,937+64.0% | $3,514+130.4% |
| Admin fee / account holder | $263 | $609-56.8% | $9,702-97.3% | $847-68.9% |