Filed March 7, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $17,617 |
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 | $27,979 | $39,245-28.7% | $64,105-56.4% | $52,331-46.5% |
| Participation rate | 81.4% | 58.2%+23.1pp | 68.2%+13.2pp | 68.1%+13.3pp |
| Annual return | 0.77% | 14.79%-14.0pp | 791.24%-790.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,615 | $736+255.2% | $1,820+43.7% | $1,882+39.0% |
| Participant deferral / active EE | $5,076 | $1,992+154.9% | $2,822+79.9% | $3,022+68.0% |
| Admin fee / account holder | $138 | $592-76.7% | $4,499-96.9% | $592-76.7% |