Filed December 15, 2022 (most recent of 5 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,775 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $118,715 | $81,537+45.6% | $149,718-20.7% | $69,631+70.5% |
| Participation rate | 83.2% | 86.1%-2.9pp | 87.1%-3.8pp | 70.7%+12.5pp |
| Annual return | 17.17% | 22.79%-5.6pp | 1501.63%-1484.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $5,060 | $3,239+56.2% | $5,445-7.1% | $2,032+149.0% |
| Participant deferral / active EE | $4,398 | $4,994-11.9% | $6,569-33.0% | $3,224+36.4% |
| Admin fee / account holder | $19 | $107-82.2% | $11,283-99.8% | $110-82.7% |