Filed November 22, 2022
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.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 49 · EIN 34-1542819 | Other Services | $20,193 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $9,701 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127920 | Contract Administrator | $3,662 |
Filed as: LINCOLN NATIONAL CORPORATIONS Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
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 | $51,079 | $52,467-2.6% | $57,179-10.7% | $55,167-7.4% |
| Participation rate | 97.8% | 75.8%+22.0pp | 75.3%+22.5pp | 69.0%+28.8pp |
| Annual return | 8.45% | 7.72%+0.7pp | 14.59%-6.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $4,145 | $2,477+67.3% | $2,682+54.5% | $1,963+111.2% |
| Participant deferral / active EE | $6,139 | $2,830+116.9% | $3,096+98.3% | $3,054+101.0% |
| Admin fee / account holder | $14 | $269-94.7% | $3,139-99.5% | $504-97.1% |