Filed February 12, 2019 (most recent of 2 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 | $28,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,667 | $46,072+83.8% | $70,014+20.9% | $55,167+53.5% |
| Participation rate | 56.2% | 67.5%-11.3pp | 71.8%-15.7pp | 69.0%-12.8pp |
| Annual return | 10.36% | 8.68%+1.7pp | 12.99%-2.6pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,609 | $1,500+7.3% | $2,338-31.2% | $1,963-18.0% |
| Participant deferral / active EE | $3,622 | $2,344+54.5% | $2,931+23.6% | $3,054+18.6% |
| Admin fee / account holder | $184 | $428-57.0% | $4,380-95.8% | $504-63.5% |