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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,007 |
WELLS FARGO BANK, N.A.7+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $52,488 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,782 | $56,485-17.2% | $185,823-74.8% | $86,799-46.1% |
| Participation rate | 94.5% | 65.5%+29.0pp | 81.7%+12.8pp | 72.3%+22.2pp |
| Annual return | 15.62% | 118.04%-102.4pp | 122.05%-106.4pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,429 | $1,843+31.8% | $5,167-53.0% | $2,405+1.0% |
| Participant deferral / active EE | $3,721 | $2,553+45.7% | $5,568-33.2% | $4,131-9.9% |
| Admin fee / account holder | $79 | $150-46.9% | $16,237-99.5% | $170-53.2% |