Filed May 20, 2019
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $12,954 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,268 | $41,854+282.9% | $73,843+117.0% | $52,331+206.3% |
| Participation rate | 85.5% | 66.2%+19.2pp | 73.4%+12.0pp | 68.1%+17.4pp |
| Annual return | 2.54% | 2.11%+0.4pp | 2267.84%-2265.3pp | 4.54%-2.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,068 | $2,498+223.0% | $3,583+125.2% | $3,022+167.0% |
| Admin fee / account holder | $166 | $493-66.3% | $4,880-96.6% | $592-71.9% |