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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $415,122 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $16,000 |
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 | $47,406 | $77,559-38.9% | $68,793-31.1% | $75,289-37.0% |
| Participation rate | 96.1% | 78.3%+17.8pp | 72.2%+23.9pp | 72.4%+23.7pp |
| Annual return | -2.40% | -1.01%-1.4pp | -4.63%+2.2pp | -0.04%-2.4pp |
| Employer contribution / active EE | $3,801 | $1,993+90.7% | $2,625+44.8% | $2,405+58.0% |
| Participant deferral / active EE | $3,720 | $3,128+18.9% | $3,311+12.4% | $3,739-0.5% |
| Admin fee / account holder | $168 | $90+85.5% | $5,131-96.7% | $102+63.9% |