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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $201,134 |
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 | $102,416 | $73,125+40.1% | $125,175-18.2% | $77,787+31.7% |
| Participation rate | 99.5% | 79.4%+20.1pp | 79.8%+19.7pp | 73.2%+26.3pp |
| Annual return | 19.62% | 24.71%-5.1pp | 43.79%-24.2pp | 32.57%-13.0pp |
| Employer contribution / active EE | $5,511 | $2,413+128.4% | $3,865+42.6% | $2,504+120.0% |
| Participant deferral / active EE | $5,951 | $3,966+50.0% | $4,937+20.5% | $3,967+50.0% |
| Admin fee / account holder | $106 | $89+18.8% | $9,702-98.9% | $100+6.1% |