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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,973 |
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 | $35,893 | $62,928-43.0% | $172,739-79.2% | $67,579-46.9% |
| Participation rate | 94.5% | 64.5%+30.0pp | 82.6%+11.8pp | 71.3%+23.2pp |
| Annual return | 22.28% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,828 | $1,636+11.7% | $5,143-64.5% | $2,148-14.9% |
| Participant deferral / active EE | $2,985 | $2,145+39.2% | $5,198-42.6% | $3,539-15.7% |
| Admin fee / account holder | $71 | $167-57.2% | $13,954-99.5% | $142-49.8% |