Filed June 13, 2024 (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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,574 |
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 | $39,099 | $62,928-37.9% | $172,739-77.4% | $67,579-42.1% |
| Participation rate | 96.1% | 64.5%+31.7pp | 82.6%+13.5pp | 71.3%+24.8pp |
| Annual return | 19.41% | 30.36%-10.9pp | 802.84%-783.4pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,439 | $1,636-12.0% | $5,143-72.0% | $2,148-33.0% |
| Participant deferral / active EE | $3,605 | $2,145+68.1% | $5,198-30.6% | $3,539+1.9% |
| Admin fee / account holder | $180 | $167+8.1% | $13,954-98.7% | $142+26.6% |