Filed December 8, 2017 (most recent of 4 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 15 · EIN 94-1347393 | Recordkeeping | $99,245 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,338 | $92,813-37.1% | $108,745-46.4% | $65,292-10.7% |
| Participation rate | 74.8% | 84.5%-9.7pp | 77.7%-2.9pp | 72.4%+2.4pp |
| Annual return | 11.35% | 14.67%-3.3pp | 46.22%-34.9pp | 11.84%-0.5pp |
| Employer contribution / active EE | $1,824 | $3,016-39.5% | $3,323-45.1% | $2,302-20.8% |
| Participant deferral / active EE | $3,253 | $5,191-37.3% | $5,121-36.5% | $3,579-9.1% |
| Admin fee / account holder | $22 | $56-61.7% | $6,144-99.6% | $57-62.5% |