Filed September 7, 2021 (most recent of 7 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 10-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 21 · EIN 94-1347393 | Bank Trustee | $154,258 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 16 · EIN 33-0818667 | Consulting | $30,000 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
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 | $62,449 | $80,354-22.3% | $133,980-53.4% | $63,975-2.4% |
| Participation rate | 94.5% | 87.5%+7.0pp | 87.1%+7.4pp | 71.1%+23.3pp |
| Annual return | 7.77% | 13.11%-5.3pp | 29.30%-21.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $2,990 | $3,503-14.7% | $5,211-42.6% | $2,182+37.0% |
| Participant deferral / active EE | $4,094 | $5,239-21.8% | $6,282-34.8% | $3,356+22.0% |
| Admin fee / account holder | $95 | $69+37.2% | $9,324-99.0% | $70+35.0% |