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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,401 |
Participant contribution per participant 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 | $45,645 | $105,190-56.6% | $98,907-53.9% | $90,288-49.4% |
| Participation rate | 89.7% | 86.4%+3.3pp | 76.0%+13.6pp | 73.4%+16.3pp |
| Annual return | 21.99% | 18.52%+3.5pp | 196.43%-174.4pp | 53.97%-32.0pp |
| Employer contribution / active EE | $1,105 | $3,831-71.2% | $2,689-58.9% | $2,524-56.2% |
| Participant deferral / active EE | $1,875 | $5,616-66.6% | $4,244-55.8% | $4,232-55.7% |
| Admin fee / account holder | $7 | $97-92.9% | $6,642-99.9% | $114-93.9% |