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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,794 |
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 | $29,152 | $37,196-21.6% | $154,107-81.1% | $55,725-47.7% |
| Participation rate | 93.3% | 64.1%+29.2pp | 83.0%+10.2pp | 70.9%+22.4pp |
| Annual return | -4.72% | 1319.68%-1324.4pp | 735.12%-739.8pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,753 | $1,614+8.6% | $5,298-66.9% | $2,078-15.6% |
| Participant deferral / active EE | $2,770 | $2,068+33.9% | $5,081-45.5% | $3,356-17.4% |
| Admin fee / account holder | $102 | $102+0.8% | $13,411-99.2% | $115-11.1% |