Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $350,939 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $800 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $172,800 | $95,776+80.4% | $162,163+6.6% | $77,787+122.1% |
| Participation rate | 98.0% | 88.6%+9.4pp | 87.6%+10.4pp | 73.2%+24.8pp |
| Annual return | 21.11% | 37.03%-15.9pp | 115.59%-94.5pp | 32.57%-11.5pp |
| Employer contribution / active EE | $3,425 | $3,874-11.6% | $5,614-39.0% | $2,504+36.8% |
| Participant deferral / active EE | $8,548 | $6,125+39.5% | $7,298+17.1% | $3,967+115.5% |
| Admin fee / account holder | $111 | $88+26.5% | $10,843-99.0% | $100+10.9% |