Filed January 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 9-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 year Filed as: WELLS FARGO RETIREMENT & TRUST Service code 15 · EIN 94-1347393 | Recordkeeping | $47,291 |
DAVENPORT & COMPANY LLC5 years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $23,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,424 | $78,419-52.3% | $133,956-72.1% | $73,409-49.0% |
| Participation rate | 95.5% | 78.6%+16.9pp | 79.8%+15.7pp | 72.2%+23.3pp |
| Annual return | 15.63% | 33.35%-17.7pp | 45.09%-29.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,020 | $2,044-50.1% | $3,919-74.0% | $2,234-54.3% |
| Participant deferral / active EE | $2,578 | $3,925-34.3% | $5,048-48.9% | $3,805-32.3% |
| Admin fee / account holder | $179 | $161+11.1% | $8,927-98.0% | $158+13.5% |