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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 22 · EIN 13-1624203 | Insurance Broker | $19,750 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $0 |
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 | $18,691 | $44,007-57.5% | $154,107-87.9% | $68,904-72.9% |
| Participation rate | 96.7% | 70.0%+26.7pp | 83.0%+13.7pp | 74.1%+22.6pp |
| Annual return | -2.31% | 8.15%-10.5pp | 735.12%-737.4pp | 1.07%-3.4pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $3,939 | $2,813+40.0% | $5,081-22.5% | $4,015-1.9% |
| Admin fee / account holder | $19 | $65-70.6% | $13,411-99.9% | $71-73.3% |