Filed September 7, 2016
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 9-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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $78,642 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,450 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,360 | $31,424+34.8% | $81,478-48.0% | $69,631-39.2% |
| Participation rate | 90.2% | 50.8%+39.4pp | 68.0%+22.2pp | 70.7%+19.5pp |
| Annual return | 22.07% | 22.44%-0.4pp | 38.78%-16.7pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $2,150 | $1,029+109.0% | $2,568-16.3% | $2,032+5.8% |
| Participant deferral / active EE | $4,951 | $1,838+169.4% | $3,537+40.0% | $3,224+53.6% |
| Admin fee / account holder | $196 | $103+91.2% | $4,561-95.7% | $110+77.6% |