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 |
|---|---|---|
TIAA6+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping Fees | $17,269 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 36-4019175 1 N JEFFERSON AVE · SAINT LOUIS, MO 63103 | Other Fees | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,307 | $65,322+70.4% | $70,449+58.0% | $73,488+51.5% |
| Participation rate | 63.2% | 77.0%-13.7pp | 75.1%-11.8pp | 70.7%-7.4pp |
| Annual return | 12.03% | 15.71%-3.7pp | 109.03%-97.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $3,380 | $2,460+37.4% | $2,737+23.5% | $2,270+48.9% |
| Participant deferral / active EE | $5,412 | $3,375+60.4% | $3,709+45.9% | $3,740+44.7% |
| Admin fee / account holder | $100 | $214-53.5% | $3,845-97.4% | $513-80.6% |