Filed January 6, 2021
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.4+ years Service code 15 · EIN 94-1347393 201 S. JEFFERSON ST · ROANOKE, VA 24011 | Recordkeeping | $42,456 |
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 | $119,007 | $92,897+28.1% | $90,782+31.1% | $56,287+111.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 82.7%+17.3pp | 69.9%+30.1pp |
| Annual return | -3.97% | -2.59%-1.4pp | -3.42%-0.5pp | -9.96%+6.0pp |
| Employer contribution / active EE | $3,240 | $3,871-16.3% | $4,105-21.1% | $2,111+53.5% |
| Participant deferral / active EE | $4,641 | $5,551-16.4% | $5,366-13.5% | $3,350+38.5% |
| Admin fee / account holder | $242 | $440-45.1% | $5,908-95.9% | $521-53.6% |