Filed December 15, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.1 year Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 36-4019175 1 N JEFFERSON AVE · SAINT LOUIS, MO 63103 | Other Fees | $21,000 |
TIAA3+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping Fees | $12,649 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 99 · EIN 36-4019175 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Other Fees | $7,000 |
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 | $102,908 | $57,976+77.5% | $62,995+63.4% | $62,292+65.2% |
| Participation rate | 73.0% | 75.9%-2.9pp | 74.8%-1.8pp | 69.5%+3.5pp |
| Annual return | 13.11% | 17.54%-4.4pp | 87.57%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $3,776 | $2,415+56.4% | $2,759+36.9% | $2,042+84.9% |
| Participant deferral / active EE | $5,664 | $2,956+91.6% | $3,329+70.1% | $3,169+78.7% |
| Admin fee / account holder | $131 | $276-52.3% | $3,600-96.3% | $479-72.6% |