Filed July 13, 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 |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 55 10070 WHEAT FIRST DR · GLEN ALLEN, VA 23060 | Other Commissions | $10,423 |
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 | $101,767 | $63,114+61.2% | $92,893+9.6% | $65,185+56.1% |
| Participation rate | 95.2% | 68.8%+26.4pp | 76.0%+19.2pp | 70.2%+25.0pp |
| Annual return | 18.07% | 28.75%-10.7pp | 109.41%-91.3pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,334 | $2,571-9.2% | $3,653-36.1% | $2,177+7.2% |
| Participant deferral / active EE | $2,779 | $3,108-10.6% | $4,236-34.4% | $3,514-20.9% |
| Admin fee / account holder | $267 | $624-57.1% | $5,794-95.4% | $847-68.4% |