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.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,000 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,676 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,290 | $65,557+59.1% | $64,056+62.8% | $71,457+45.9% |
| Participation rate | 93.7% | 73.2%+20.5pp | 72.3%+21.4pp | 67.9%+25.8pp |
| Annual return | 12.73% | 18.94%-6.2pp | 33.69%-21.0pp | 28.85%-16.1pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,266 | $3,626-37.5% | $3,880-41.6% | $4,289-47.2% |
| Admin fee / account holder | $120 | $616-80.6% | $3,068-96.1% | $1,587-92.5% |