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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $215,909 |
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 | $77,362 | $37,884+104.2% | $79,464-2.6% | $75,289+2.8% |
| Participation rate | 97.3% | 65.0%+32.3pp | 73.3%+24.0pp | 72.4%+24.9pp |
| Annual return | -4.09% | 1.06%-5.2pp | 718.14%-722.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $4,257 | $1,680+153.4% | $2,800+52.0% | $2,405+77.0% |
| Participant deferral / active EE | $8,787 | $2,569+242.0% | $3,704+137.2% | $3,739+135.0% |
| Admin fee / account holder | $133 | $77+74.3% | $5,113-97.4% | $102+30.4% |