Filed March 14, 2018
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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $17,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | $956 |
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 | $95,022 | $53,127+78.9% | $86,590+9.7% | $70,131+35.5% |
| Participation rate | 94.3% | 65.3%+29.0pp | 73.5%+20.8pp | 69.5%+24.8pp |
| Annual return | 19.85% | 27.66%-7.8pp | 964.84%-945.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $4,452 | $2,068+115.3% | $2,839+56.8% | $2,342+90.1% |
| Participant deferral / active EE | $7,048 | $2,696+161.4% | $3,609+95.3% | $3,332+111.5% |
| Admin fee / account holder | $7 | $3,585-99.8% | $4,906-99.9% | $4,645-99.8% |