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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $265 |
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 | $56,406 | $52,293+7.9% | $178,490-68.4% | $73,409-23.2% |
| Participation rate | 2.4% | 65.3%-62.9pp | 81.9%-79.5pp | 72.2%-69.8pp |
| Annual return | 11.00% | 34.75%-23.7pp | 151.07%-140.1pp | 59.29%-48.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $140 | $2,332-94.0% | $5,202-97.3% | $3,805-96.3% |
| Admin fee / account holder | $111 | $127-12.8% | $13,984-99.2% | $158-29.6% |