Filed May 7, 2018 (most recent of 7 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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,079 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,233 | $54,890-19.4% | $63,517-30.4% | $59,188-25.3% |
| Participation rate | 96.2% | 75.6%+20.6pp | 71.0%+25.2pp | 69.4%+26.8pp |
| Annual return | 0.45% | 4.56%-4.1pp | -70.30%+70.7pp | 5.51%-5.1pp |
| Employer contribution / active EE | $3,407 | $1,831+86.1% | $2,322+46.7% | $2,098+62.4% |
| Participant deferral / active EE | $3,382 | $2,803+20.7% | $2,953+14.5% | $3,265+3.6% |
| Admin fee / account holder | $125 | $66+88.7% | $5,892-97.9% | $92+35.4% |