Filed June 2, 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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $42,304 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVIISORS PCG Service code 27 | Advisory (Plan) | $13,086 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $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 | $58,590 | $66,302-11.6% | $110,238-46.9% | $56,287+4.1% |
| Participation rate | 92.0% | 74.9%+17.1pp | 79.8%+12.2pp | 69.9%+22.1pp |
| Annual return | -7.58% | -1.18%-6.4pp | 314.74%-322.3pp | -9.96%+2.4pp |
| Employer contribution / active EE | $890 | $2,047-56.5% | $3,826-76.8% | $2,111-57.9% |
| Participant deferral / active EE | $3,497 | $3,381+3.4% | $4,672-25.1% | $3,350+4.4% |
| Admin fee / account holder | $274 | $698-60.8% | $8,547-96.8% | $521-47.4% |