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.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $31,250 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,457 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,306 | $69,763+58.1% | $67,502+63.4% | $74,495+48.1% |
| Participation rate | 91.5% | 71.4%+20.1pp | 72.9%+18.6pp | 67.2%+24.3pp |
| Annual return | 9.93% | -40.34%+50.3pp | 3512.12%-3502.2pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,126 | $3,636-41.5% | $4,000-46.8% | $4,346-51.1% |
| Admin fee / account holder | $153 | $896-82.9% | $3,998-96.2% | $1,942-92.1% |