Filed November 29, 2018
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 CAPITAL MANAGEMENT INCOR Service code 28 · EIN 95-3692822 | Investment Management | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,990 | $58,778-1.3% | $129,295-55.1% | $77,671-25.3% |
| Participation rate | 95.3% | 59.2%+36.0pp | 69.6%+25.7pp | 70.6%+24.7pp |
| Annual return | 14.69% | 24.73%-10.0pp | 9429.28%-9414.6pp | 31.21%-16.5pp |
| Employer contribution / active EE | $1,019 | $1,952-47.8% | $4,157-75.5% | $2,726-62.6% |
| Participant deferral / active EE | $3,372 | $3,212+5.0% | $4,169-19.1% | $4,648-27.4% |
| Admin fee / account holder | $70 | $589-88.1% | $7,665-99.1% | $430-83.6% |