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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,936 |
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 | $131,402 | $111,608+17.7% | $177,821-26.1% | $73,409+79.0% |
| Participation rate | 96.8% | 87.9%+8.9pp | 87.7%+9.1pp | 72.2%+24.6pp |
| Annual return | 14.19% | 18.23%-4.0pp | 48.32%-34.1pp | 59.29%-45.1pp |
| Employer contribution / active EE | $6,110 | $3,796+61.0% | $5,918+3.2% | $2,234+173.6% |
| Participant deferral / active EE | $7,583 | $6,199+22.3% | $7,714-1.7% | $3,805+99.3% |
| Admin fee / account holder | $158 | $166-4.7% | $12,427-98.7% | $158-0.1% |