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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,529 |
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 | $31,461 | $46,173-31.9% | $170,442-81.5% | $69,631-54.8% |
| Participation rate | 91.8% | 63.9%+27.9pp | 83.6%+8.2pp | 70.7%+21.1pp |
| Annual return | 17.94% | 21.62%-3.7pp | 205.93%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $850 | $1,610-47.2% | $5,433-84.4% | $2,032-58.2% |
| Participant deferral / active EE | $2,532 | $2,080+21.7% | $4,939-48.7% | $3,224-21.5% |
| Admin fee / account holder | $117 | $116+0.8% | $13,880-99.2% | $110+5.8% |