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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $92,294 |
Annual investment return 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 | $43,568 | $36,916+18.0% | $156,549-72.2% | $57,658-24.4% |
| Participation rate | 99.4% | 63.4%+36.0pp | 84.0%+15.4pp | 70.2%+29.2pp |
| Annual return | 4.81% | 12.38%-7.6pp | 32.23%-27.4pp | 5.13%-0.3pp |
| Employer contribution / active EE | $2,029 | $1,571+29.2% | $5,501-63.1% | $1,974+2.8% |
| Participant deferral / active EE | $2,819 | $1,926+46.4% | $4,871-42.1% | $3,061-7.9% |
| Admin fee / account holder | $123 | $82+49.2% | $13,027-99.1% | $95+30.2% |