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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $194,879 |
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 | $89,144 | $64,311+38.6% | $110,238-19.1% | $75,289+18.4% |
| Participation rate | 99.3% | 79.3%+20.1pp | 79.8%+19.5pp | 72.4%+26.9pp |
| Annual return | -4.43% | -1.74%-2.7pp | 314.74%-319.2pp | -0.04%-4.4pp |
| Employer contribution / active EE | $5,252 | $2,404+118.5% | $3,826+37.3% | $2,405+118.4% |
| Participant deferral / active EE | $5,459 | $3,892+40.3% | $4,672+16.9% | $3,739+46.0% |
| Admin fee / account holder | $106 | $88+20.7% | $8,547-98.8% | $102+3.4% |