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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $127,549 |
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 | $48,526 | $62,928-22.9% | $172,739-71.9% | $67,579-28.2% |
| Participation rate | 98.9% | 64.5%+34.4pp | 82.6%+16.2pp | 71.3%+27.6pp |
| Annual return | 17.79% | 30.36%-12.6pp | 802.84%-785.0pp | 378.56%-360.8pp |
| Employer contribution / active EE | $1,979 | $1,636+20.9% | $5,143-61.5% | $2,148-7.9% |
| Participant deferral / active EE | $3,296 | $2,145+53.7% | $5,198-36.6% | $3,539-6.9% |
| Admin fee / account holder | $100 | $167-40.2% | $13,954-99.3% | $142-30.0% |