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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $330,948 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $26,250 |
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 | $51,057 | $65,708-22.3% | $76,817-33.5% | $77,787-34.4% |
| Participation rate | 97.2% | 79.0%+18.3pp | 72.1%+25.2pp | 73.2%+24.0pp |
| Annual return | 21.97% | 49.86%-27.9pp | 1166.11%-1144.1pp | 32.57%-10.6pp |
| Employer contribution / active EE | $3,825 | $2,167+76.5% | $2,302+66.2% | $2,504+52.7% |
| Participant deferral / active EE | $3,931 | $3,254+20.8% | $3,336+17.8% | $3,967-0.9% |
| Admin fee / account holder | $157 | $91+72.6% | $6,420-97.6% | $100+56.7% |