Filed November 12, 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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $134,051 |
TIAA1 year Filed as: TIAA-CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $12,150 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,844 | $48,835-63.5% | $170,442-89.5% | $177,276-89.9% |
| Participation rate | 98.3% | 72.1%+26.2pp | 83.6%+14.7pp | 74.8%+23.5pp |
| Annual return | 25.78% | 19.44%+6.3pp | 205.93%-180.2pp | 21.25%+4.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $3,460 | $2,757+25.5% | $4,939-30.0% | $3,881-10.9% |
| Admin fee / account holder | $22 | $52-57.0% | $13,880-99.8% | $154-85.5% |