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.6+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $36,377 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,315 | $52,293-19.1% | $178,490-76.3% | $73,409-42.4% |
| Participation rate | 95.4% | 65.3%+30.0pp | 81.9%+13.5pp | 72.2%+23.2pp |
| Annual return | 15.28% | 34.75%-19.5pp | 151.07%-135.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,314 | $1,735-24.3% | $5,011-73.8% | $2,234-41.2% |
| Participant deferral / active EE | $3,083 | $2,332+32.2% | $5,202-40.7% | $3,805-19.0% |
| Admin fee / account holder | $85 | $127-33.1% | $13,984-99.4% | $158-46.0% |