Filed April 30, 2018
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,596 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $16,384 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,660 | $80,705+13.6% | $115,768-20.8% | $67,986+34.8% |
| Participation rate | 83.2% | 63.0%+20.2pp | 74.4%+8.8pp | 57.2%+26.0pp |
| Annual return | 16.30% | 18.49%-2.2pp | 100.46%-84.2pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,620 | $2,046-20.8% | $2,940-44.9% | $2,019-19.8% |
| Participant deferral / active EE | $4,594 | $3,559+29.1% | $4,917-6.6% | $3,358+36.8% |
| Admin fee / account holder | $141 | $4,135-96.6% | $12,439-98.9% | $3,203-95.6% |