Filed January 15, 2020 (most recent of 5 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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $50,644 |
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 | $102,775 | $81,537+26.0% | $149,718-31.4% | $69,631+47.6% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.1%+12.6pp | 70.7%+28.9pp |
| Annual return | 16.45% | 22.79%-6.3pp | 1501.63%-1485.2pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $2,751 | $3,239-15.1% | $5,445-49.5% | $2,032+35.4% |
| Participant deferral / active EE | $6,457 | $4,994+29.3% | $6,569-1.7% | $3,224+100.3% |
| Admin fee / account holder | $152 | $107+41.9% | $11,283-98.7% | $110+37.3% |