Filed February 22, 2021 (most recent of 4 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 Service code 15 · EIN 94-1347393 | Recordkeeping | $33,192 |
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 | $137,222 | $65,223+110.4% | $80,019+71.5% | $55,725+146.2% |
| Participation rate | 99.4% | 80.6%+18.9pp | 75.8%+23.6pp | 70.9%+28.6pp |
| Annual return | -5.28% | 7.59%-12.9pp | 11.22%-16.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $4,481 | $2,544+76.1% | $2,468+81.6% | $2,078+115.6% |
| Participant deferral / active EE | $5,376 | $3,881+38.5% | $3,686+45.9% | $3,356+60.2% |
| Admin fee / account holder | $48 | $114-57.7% | $6,521-99.3% | $115-58.0% |