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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $138,558 |
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 | $89,746 | $54,237+65.5% | $90,281-0.6% | $67,579+32.8% |
| Participation rate | 96.7% | 68.6%+28.1pp | 73.3%+23.4pp | 71.3%+25.4pp |
| Annual return | 23.67% | 37.27%-13.6pp | 78.10%-54.4pp | 378.56%-354.9pp |
| Employer contribution / active EE | $4,405 | $1,846+138.6% | $2,854+54.3% | $2,148+105.1% |
| Participant deferral / active EE | $8,666 | $2,625+230.1% | $3,885+123.0% | $3,539+144.8% |
| Admin fee / account holder | $81 | $123-34.8% | $5,351-98.5% | $142-43.4% |