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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $140,291 |
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 | $46,284 | $46,173+0.2% | $170,442-72.8% | $69,631-33.5% |
| Participation rate | 99.5% | 63.9%+35.6pp | 83.6%+15.9pp | 70.7%+28.8pp |
| Annual return | 13.62% | 21.62%-8.0pp | 205.93%-192.3pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $2,069 | $1,610+28.5% | $5,433-61.9% | $2,032+1.8% |
| Participant deferral / active EE | $3,142 | $2,080+51.0% | $4,939-36.4% | $3,224-2.5% |
| Admin fee / account holder | $112 | $116-3.8% | $13,880-99.2% | $110+1.1% |