Filed March 24, 2016 (most recent of 6 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 | $1,710 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,868 | $77,559+120.3% | $68,793+148.4% | $75,289+126.9% |
| Participation rate | 96.3% | 78.3%+18.0pp | 72.2%+24.1pp | 72.4%+23.9pp |
| Annual return | -6.51% | -1.01%-5.5pp | -4.63%-1.9pp | -0.04%-6.5pp |
| Employer contribution / active EE | $605 | $1,993-69.6% | $2,625-76.9% | $2,405-74.8% |
| Participant deferral / active EE | $456 | $3,128-85.4% | $3,311-86.2% | $3,739-87.8% |
| Admin fee / account holder | $0 | $90-99.6% | $5,131-100.0% | $102-99.6% |