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.2 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 36-4019175 1 N JEFFERSON AVE · SAINT LOUIS, MO 63103 | Other Fees | $28,000 |
TIAA4+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping Fees | $10,471 |
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 | $88,703 | $55,002+61.3% | $59,878+48.1% | $56,287+57.6% |
| Participation rate | 79.6% | 75.9%+3.7pp | 74.7%+4.9pp | 69.9%+9.8pp |
| Annual return | -2.95% | 1.13%-4.1pp | 3.46%-6.4pp | -9.96%+7.0pp |
| Employer contribution / active EE | $3,794 | $2,448+55.0% | $2,722+39.4% | $2,111+79.7% |
| Participant deferral / active EE | $6,131 | $3,121+96.4% | $3,402+80.2% | $3,350+83.0% |
| Admin fee / account holder | $122 | $236-48.4% | $3,590-96.6% | $521-76.6% |