Filed March 19, 2015 (most recent of 3 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 | $186,419 |
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 | $82,666 | $61,125+35.2% | $108,579-23.9% | $63,975+29.2% |
| Participation rate | 99.4% | 80.5%+18.9pp | 79.6%+19.9pp | 71.1%+28.3pp |
| Annual return | 7.25% | 14.06%-6.8pp | -51.70%+58.9pp | 48.65%-41.4pp |
| Employer contribution / active EE | $5,019 | $2,237+124.4% | $3,758+33.6% | $2,182+130.1% |
| Participant deferral / active EE | $4,533 | $3,574+26.8% | $4,311+5.2% | $3,356+35.1% |
| Admin fee / account holder | $100 | $72+38.4% | $7,645-98.7% | $70+41.4% |