Filed July 17, 2017 (most recent of 2 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 8-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 Service code 15 · EIN 94-1347393 | Recordkeeping | $10,868 |
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 | $24,235 | $37,117-34.7% | $147,614-83.6% | $55,191-56.1% |
| Participation rate | 80.9% | 63.6%+17.2pp | 84.6%-3.8pp | 69.2%+11.7pp |
| Annual return | 1.32% | 3.44%-2.1pp | 61.98%-60.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,325 | $1,620-18.3% | $5,564-76.2% | $1,899-30.2% |
| Participant deferral / active EE | $2,027 | $1,985+2.1% | $4,895-58.6% | $3,046-33.5% |
| Admin fee / account holder | $87 | $86+2.0% | $11,611-99.2% | $91-3.8% |