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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $180,540 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,559 | $67,228+46.6% | $117,854-16.4% | $77,958+26.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 14.43% | 19.13%-4.7pp | 335.08%-320.6pp | 20.87%-6.4pp |
| Employer contribution / active EE | $5,399 | $2,211+144.2% | $3,786+42.6% | $2,310+133.7% |
| Participant deferral / active EE | $5,330 | $3,653+45.9% | $4,482+18.9% | $3,537+50.7% |
| Admin fee / account holder | $101 | $76+33.5% | $8,020-98.7% | $97+3.9% |