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.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,072 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,621 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,246 | $111,491+33.0% | $189,513-21.8% | $86,799+70.8% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.8%+11.0pp | 72.3%+26.5pp |
| Annual return | 17.90% | 83.50%-65.6pp | 555.15%-537.2pp | 97.91%-80.0pp |
| Employer contribution / active EE | $9,648 | $3,951+144.2% | $6,162+56.6% | $2,405+301.1% |
| Participant deferral / active EE | $8,024 | $6,437+24.7% | $8,221-2.4% | $4,131+94.2% |
| Admin fee / account holder | $186 | $189-1.3% | $12,045-98.5% | $170+9.8% |