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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $131,146 |
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 | $62,648 | $52,293+19.8% | $178,490-64.9% | $73,409-14.7% |
| Participation rate | 91.7% | 65.3%+26.3pp | 81.9%+9.7pp | 72.2%+19.5pp |
| Annual return | 13.84% | 34.75%-20.9pp | 151.07%-137.2pp | 59.29%-45.5pp |
| Employer contribution / active EE | $2,147 | $1,735+23.7% | $5,011-57.2% | $2,234-3.9% |
| Participant deferral / active EE | $3,654 | $2,332+56.7% | $5,202-29.7% | $3,805-4.0% |
| Admin fee / account holder | $120 | $127-6.1% | $13,984-99.1% | $158-24.3% |