Filed January 2, 2020 (most recent of 3 filings on file)
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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $18,922 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
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 | $52,151 | $58,726-11.2% | $92,233-43.5% | $62,292-16.3% |
| Participation rate | 93.3% | 68.3%+24.9pp | 76.5%+16.8pp | 69.5%+23.8pp |
| Annual return | 16.39% | 43.62%-27.2pp | 176.28%-159.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,590 | $2,392-33.5% | $3,679-56.8% | $2,042-22.1% |
| Participant deferral / active EE | $4,467 | $2,766+61.5% | $3,897+14.6% | $3,169+40.9% |
| Admin fee / account holder | $117 | $556-78.9% | $5,194-97.7% | $479-75.5% |