Filed September 12, 2017
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 5-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 | $40,031 |
RUSSELL L ISENHOUR, CPA, PC1+ years Service code 10 · EIN 26-3871397 | Accounting | $7,696 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $83 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,244 | $72,770-31.0% | $67,652-25.7% | $55,191-9.0% |
| Participation rate | 45.4% | 78.8%-33.4pp | 75.7%-30.3pp | 69.2%-23.8pp |
| Annual return | 0.93% | -3.26%+4.2pp | 6625.04%-6624.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,517 | $3,408-55.5% | $3,560-57.4% | $3,046-50.2% |
| Admin fee / account holder | $165 | $79+109.3% | $4,821-96.6% | $91+81.7% |