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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $58,065 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,058 | $88,515+23.2% | $162,163-32.7% | $67,579+61.4% |
| Participation rate | 99.0% | 86.8%+12.2pp | 87.6%+11.4pp | 71.3%+27.7pp |
| Annual return | 22.86% | 27.04%-4.2pp | 115.59%-92.7pp | 378.56%-355.7pp |
| Employer contribution / active EE | $5,955 | $3,563+67.1% | $5,614+6.1% | $2,148+177.3% |
| Participant deferral / active EE | $7,322 | $5,724+27.9% | $7,298+0.3% | $3,539+106.9% |
| Admin fee / account holder | $150 | $124+21.6% | $10,843-98.6% | $142+5.7% |