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 9-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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $66 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,255 | $37,039+27.6% | $147,614-68.0% | $59,188-20.2% |
| Participation rate | 1.4% | 63.8%-62.4pp | 84.6%-83.2pp | 69.4%-68.0pp |
| Annual return | -0.05% | 7.19%-7.2pp | 61.98%-62.0pp | 5.51%-5.6pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $120 | $2,094-94.3% | $4,895-97.5% | $3,265-96.3% |
| Admin fee / account holder | $118 | $60+95.6% | $11,611-99.0% | $92+27.7% |