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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $224,011 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $10,400 |
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 | $48,276 | $64,311-24.9% | $110,238-56.2% | $75,289-35.9% |
| Participation rate | 88.5% | 79.3%+9.2pp | 79.8%+8.6pp | 72.4%+16.0pp |
| Annual return | 12.83% | -1.74%+14.6pp | 314.74%-301.9pp | -0.04%+12.9pp |
| Employer contribution / active EE | $0 | $2,404-100.0% | $3,826-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,120 | $3,892-19.8% | $4,672-33.2% | $3,739-16.6% |
| Admin fee / account holder | $82 | $88-6.3% | $8,547-99.0% | $102-19.7% |