Filed January 11, 2024 (most recent of 2 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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $51,766 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $50,708 |
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 | $58,628 | $80,005-26.7% | $140,016-58.1% | $55,725+5.2% |
| Participation rate | 79.7% | 87.0%-7.3pp | 87.5%-7.8pp | 70.9%+8.8pp |
| Annual return | -4.00% | 0.46%-4.5pp | 651.12%-655.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $1,815 | $3,403-46.7% | $5,606-67.6% | $2,078-12.7% |
| Participant deferral / active EE | $4,587 | $5,264-12.9% | $6,927-33.8% | $3,356+36.7% |
| Admin fee / account holder | $191 | $116+64.9% | $10,705-98.2% | $115+65.6% |