Filed October 11, 2014
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 27 · EIN 34-1542819 | Advisory (Plan) | $18,750 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,876 | $60,989+50.6% | $60,874+50.9% | $66,914+37.3% |
| Participation rate | 93.1% | 74.5%+18.6pp | 73.1%+20.0pp | 69.8%+23.3pp |
| Annual return | -10.45% | -9.60%-0.9pp | 16.90%-27.4pp | 1.58%-12.0pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,533 | $3,615-29.9% | $3,817-33.6% | $4,237-40.2% |
| Admin fee / account holder | $93 | $338-72.6% | $3,224-97.1% | $593-84.4% |