Filed September 1, 2016 (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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $117,326 |
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 | $19,782 | $44,989-56.0% | $170,442-88.4% | $77,958-74.6% |
| Participation rate | 74.3% | 64.6%+9.7pp | 83.6%-9.3pp | 71.6%+2.6pp |
| Annual return | 21.44% | 19.61%+1.8pp | 205.93%-184.5pp | 20.87%+0.6pp |
| Employer contribution / active EE | $652 | $1,466-55.5% | $5,433-88.0% | $2,310-71.8% |
| Participant deferral / active EE | $2,365 | $2,208+7.1% | $4,939-52.1% | $3,537-33.1% |
| Admin fee / account holder | $86 | $69+24.5% | $13,880-99.4% | $97-11.8% |