Filed April 30, 2018
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 |
|---|---|---|
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,660 | $84,556+8.4% | $116,228-21.1% | $74,304+23.4% |
| Participation rate | 83.2% | 66.0%+17.2pp | 74.6%+8.7pp | 60.3%+22.9pp |
| Annual return | 16.30% | 18.35%-2.1pp | 90.06%-73.8pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,620 | $2,168-25.3% | $2,994-45.9% | $2,241-27.7% |
| Participant deferral / active EE | $4,594 | $3,814+20.4% | $4,953-7.2% | $3,767+21.9% |
| Admin fee / account holder | $141 | $3,792-96.3% | $11,989-98.8% | $2,969-95.3% |