Filed October 27, 2021 (most recent of 2 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 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $202,879 |
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 | $57,737 | $34,220+68.7% | $73,843-21.8% | $59,188-2.5% |
| Participation rate | 98.2% | 59.1%+39.1pp | 73.4%+24.8pp | 69.4%+28.8pp |
| Annual return | 0.31% | 3.36%-3.0pp | 2267.84%-2267.5pp | 5.51%-5.2pp |
| Employer contribution / active EE | $3,562 | $1,480+140.7% | $2,787+27.8% | $2,098+69.8% |
| Participant deferral / active EE | $6,937 | $2,035+240.9% | $3,583+93.6% | $3,265+112.5% |
| Admin fee / account holder | $103 | $64+60.4% | $4,880-97.9% | $92+11.4% |