Filed October 27, 2021 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $110,533 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,439 | $58,290+111.8% | $98,442+25.4% | $86,799+42.2% |
| Participation rate | 96.8% | 68.3%+28.4pp | 73.3%+23.4pp | 72.3%+24.5pp |
| Annual return | 18.07% | 43.48%-25.4pp | 1492.73%-1474.7pp | 97.91%-79.8pp |
| Employer contribution / active EE | $4,678 | $2,008+133.0% | $2,960+58.1% | $2,405+94.5% |
| Participant deferral / active EE | $10,148 | $3,152+221.9% | $4,276+137.3% | $4,131+145.7% |
| Admin fee / account holder | $114 | $138-17.1% | $5,949-98.1% | $170-32.6% |