Filed December 21, 2005
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 |
|---|---|---|
GREENLEAF TRUST2 years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $10,000 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $200 |
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 | $134,545 | $84,948+58.4% | $70,449+91.0% | $73,409+83.3% |
| Participation rate | 95.7% | 79.9%+15.8pp | 75.1%+20.7pp | 72.2%+23.6pp |
| Annual return | 14.26% | 13.39%+0.9pp | 109.03%-94.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $4,269 | $2,834+50.6% | $2,737+56.0% | $2,234+91.1% |
| Participant deferral / active EE | $3,023 | $3,387-10.8% | $3,709-18.5% | $3,805-20.6% |
| Admin fee / account holder | $21 | $98-78.2% | $3,845-99.4% | $158-86.4% |