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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $70 |
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 | $49,532 | $37,213+33.1% | $156,549-68.4% | $63,975-22.6% |
| Participation rate | 1.4% | 65.0%-63.6pp | 84.0%-82.6pp | 71.1%-69.8pp |
| Annual return | 11.68% | 47.89%-36.2pp | 32.23%-20.5pp | 48.65%-37.0pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $104 | $2,070-95.0% | $4,871-97.9% | $3,356-96.9% |
| Admin fee / account holder | $111 | $56+96.7% | $13,027-99.1% | $70+57.3% |