Filed June 22, 2016 (most recent of 4 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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $25,826 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,942 | $80,753+53.5% | $136,294-9.1% | $62,292+99.0% |
| Participation rate | 97.8% | 73.5%+24.2pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 18.59% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $6,123 | $2,884+112.3% | $4,695+30.4% | $2,042+199.8% |
| Participant deferral / active EE | $9,406 | $5,164+82.1% | $6,247+50.6% | $3,169+196.8% |
| Admin fee / account holder | $1 | $525-99.9% | $9,243-100.0% | $479-99.9% |