Filed December 29, 2015
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 Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 04-3523567 | Other Commissions | $38,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,200 |
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 | $69,937 | $69,305+0.9% | $82,313-15.0% | $69,631+0.4% |
| Participation rate | 97.0% | 80.3%+16.7pp | 76.9%+20.1pp | 70.7%+26.3pp |
| Annual return | 20.45% | 21.47%-1.0pp | 25.88%-5.4pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $3,818 | $1,887+102.4% | $2,428+57.2% | $2,032+87.9% |
| Participant deferral / active EE | $9,594 | $3,568+168.8% | $3,706+158.9% | $3,224+197.6% |
| Admin fee / account holder | $11 | $97-88.6% | $5,608-99.8% | $110-90.0% |