Filed December 13, 2021 (most recent of 14 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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,750 |
Annual investment return 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 | $45,033 | $61,125-26.3% | $108,579-58.5% | $63,975-29.6% |
| Participation rate | 87.7% | 80.5%+7.2pp | 79.6%+8.1pp | 71.1%+16.6pp |
| Annual return | -1.36% | 14.06%-15.4pp | -51.70%+50.3pp | 48.65%-50.0pp |
| Employer contribution / active EE | $0 | $2,237-100.0% | $3,758-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $3,476 | $3,574-2.7% | $4,311-19.4% | $3,356+3.6% |
| Admin fee / account holder | $2 | $72-97.5% | $7,645-100.0% | $70-97.5% |