Filed June 1, 2018
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.1+ years Filed as: WELLS FARGO ADVISORS Service code 71 · EIN 34-1542819 | Brokerage Fees | $18,230 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 52 · EIN 22-1211670 | Indirect Investment Fees | $1,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,737 | $57,096+74.7% | $94,224+5.9% | $55,191+80.7% |
| Participation rate | 56.7% | 75.7%-19.0pp | 78.8%-22.1pp | 69.2%-12.5pp |
| Annual return | 1.23% | 159.65%-158.4pp | 10.68%-9.5pp | 10.78%-9.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,672 | $3,165+16.0% | $4,320-15.0% | $3,046+20.5% |
| Admin fee / account holder | $11 | $89-88.0% | $6,269-99.8% | $91-88.2% |