Filed June 17, 2020
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.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 27 875 DAKOTA AVE. S SUITE 1 · HURON, SD 57350 | Advisory (Plan) | $45,473 |
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 | $52,756 | $98,982-46.7% | $162,163-67.5% | $65,185-19.1% |
| Participation rate | 99.4% | 85.8%+13.6pp | 87.6%+11.8pp | 70.2%+29.2pp |
| Annual return | 29.24% | 24.84%+4.4pp | 115.59%-86.4pp | 29.38%-0.1pp |
| Employer contribution / active EE | $1,947 | $3,467-43.8% | $5,614-65.3% | $2,177-10.5% |
| Participant deferral / active EE | $3,644 | $5,384-32.3% | $7,298-50.1% | $3,514+3.7% |
| Admin fee / account holder | $274 | $596-54.1% | $10,843-97.5% | $847-67.7% |