Filed October 13, 2017
Total covered: 15 employees
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 |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $350 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISOR, LLC Service code 55 · EIN 23-2384840 ONE PPG PLACE STE 2200 · PITTSBURGH, PA 15222 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,674 | $81,537-9.6% | $149,718-50.8% | $69,631+5.8% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.1%+5.9pp | 70.7%+22.3pp |
| Annual return | 12.75% | 22.79%-10.0pp | 1501.63%-1488.9pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $3,929 | $3,239+21.3% | $5,445-27.8% | $2,032+93.4% |
| Participant deferral / active EE | $3,739 | $4,994-25.1% | $6,569-43.1% | $3,224+16.0% |
| Admin fee / account holder | $1 | $107-99.1% | $11,283-100.0% | $110-99.1% |