Filed June 30, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $77,228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,568 | $51,447+149.9% | $104,607+22.9% | $73,409+75.1% |
| Participation rate | 95.5% | 68.2%+27.3pp | 74.1%+21.4pp | 72.2%+23.4pp |
| Annual return | 16.58% | 25.06%-8.5pp | 340.46%-323.9pp | 59.29%-42.7pp |
| Employer contribution / active EE | $2,391 | $1,441+65.9% | $2,681-10.8% | $2,234+7.0% |
| Participant deferral / active EE | $7,823 | $3,058+155.8% | $3,740+109.2% | $3,805+105.6% |
| Admin fee / account holder | $65 | $122-46.4% | $6,473-99.0% | $158-58.6% |