Filed September 27, 2016 (most recent of 3 filings on file)
Total covered: 9 employees
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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $36,276 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS PCG Service code 27 · EIN 56-0276690 | Advisory (Plan) | $13,657 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,285 | $46,173-82.1% | $170,442-95.1% | $69,631-88.1% |
| Participation rate | 85.2% | 63.9%+21.3pp | 83.6%+1.6pp | 70.7%+14.5pp |
| Annual return | 15.49% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,213 | $2,080-41.7% | $4,939-75.5% | $3,224-62.4% |
| Admin fee / account holder | $92 | $116-20.3% | $13,880-99.3% | $110-16.4% |