Filed November 25, 2003
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 |
|---|---|---|
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 · EIN 41-2016508 505 HIGHWAY 169 N STE 900 · PLYMOUTH, MN 55441 | Advisory (Plan) | $14,797 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Accounting | $8,900 |
TIAA1 year Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Plan Administrator | $5,359 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,849 | $69,763+34.5% | $67,502+39.0% | $74,495+26.0% |
| Participation rate | 89.2% | 71.4%+17.9pp | 72.9%+16.3pp | 67.2%+22.0pp |
| Annual return | 12.01% | -40.34%+52.3pp | 3512.12%-3500.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $996 | $2,704-63.2% | $2,731-63.5% | $2,623-62.0% |
| Participant deferral / active EE | $3,905 | $3,636+7.4% | $4,000-2.4% | $4,346-10.1% |
| Admin fee / account holder | $26 | $896-97.1% | $3,998-99.3% | $1,942-98.6% |