Filed December 27, 2019 (most recent of 2 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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $153,330 |
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 | $103,855 | $80,211+29.5% | $74,183+40.0% | $63,975+62.3% |
| Participation rate | 95.4% | 84.2%+11.3pp | 76.6%+18.8pp | 71.1%+24.3pp |
| Annual return | 20.17% | 14.13%+6.0pp | 17.74%+2.4pp | 48.65%-28.5pp |
| Employer contribution / active EE | $4,397 | $2,553+72.2% | $2,370+85.5% | $2,182+101.5% |
| Participant deferral / active EE | $7,043 | $4,370+61.2% | $3,550+98.4% | $3,356+109.8% |
| Admin fee / account holder | $113 | $67+68.8% | $5,586-98.0% | $70+61.0% |