Filed May 14, 2019 (most recent of 2 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 9-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 | $63,972 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $16,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,904 | $73,404+23.8% | $87,100+4.4% | $67,579+34.5% |
| Participation rate | 94.3% | 80.9%+13.4pp | 76.9%+17.4pp | 71.3%+23.0pp |
| Annual return | 7.56% | 48.29%-40.7pp | 28.19%-20.6pp | 378.56%-371.0pp |
| Employer contribution / active EE | $1,381 | $2,014-31.4% | $2,521-45.2% | $2,148-35.7% |
| Participant deferral / active EE | $3,117 | $3,913-20.3% | $4,049-23.0% | $3,539-11.9% |
| Admin fee / account holder | $31 | $142-78.1% | $7,497-99.6% | $142-78.2% |