Filed December 9, 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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,641 |
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 | $46,014 | $37,039+24.2% | $147,614-68.8% | $59,188-22.3% |
| Participation rate | 87.3% | 63.8%+23.5pp | 84.6%+2.7pp | 69.4%+17.9pp |
| Annual return | 0.34% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,630 | $1,353+20.4% | $5,564-70.7% | $2,098-22.3% |
| Participant deferral / active EE | $2,130 | $2,094+1.7% | $4,895-56.5% | $3,265-34.8% |
| Admin fee / account holder | $118 | $60+96.6% | $11,611-99.0% | $92+28.4% |