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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $52,804 |
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 | $98,625 | $80,005+23.3% | $140,016-29.6% | $55,725+77.0% |
| Participation rate | 98.5% | 87.0%+11.5pp | 87.5%+11.0pp | 70.9%+27.7pp |
| Annual return | -5.17% | 0.46%-5.6pp | 651.12%-656.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $5,964 | $3,403+75.3% | $5,606+6.4% | $2,078+187.0% |
| Participant deferral / active EE | $7,154 | $5,264+35.9% | $6,927+3.3% | $3,356+113.2% |
| Admin fee / account holder | $156 | $116+34.7% | $10,705-98.5% | $115+35.3% |