Filed December 19, 2019
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 7-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 | $54,053 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,000 |
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 | $28,178 | $66,051-57.3% | $92,893-69.7% | $77,787-63.8% |
| Participation rate | 71.7% | 81.0%-9.3pp | 76.0%-4.3pp | 73.2%-1.5pp |
| Annual return | 24.98% | 20.69%+4.3pp | 109.41%-84.4pp | 32.57%-7.6pp |
| Employer contribution / active EE | $2,719 | $3,426-20.6% | $3,653-25.6% | $2,504+8.6% |
| Participant deferral / active EE | $3,572 | $3,013+18.5% | $4,236-15.7% | $3,967-10.0% |
| Admin fee / account holder | $39 | $148-73.7% | $5,794-99.3% | $100-61.1% |