Filed May 15, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $47,201 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $12,817 |
Service code 27 · EIN 45-3943005 | Advisory (Plan) | $11,123 |
THE CAFARO GROUP LLC1 year Filed as: THE CAFARO GROUP, LLC Service code 13 · EIN 20-1963865 | Contract Administrator | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,325 | $65,322+98.0% | $70,449+83.6% | $73,488+76.0% |
| Participation rate | 96.4% | 77.0%+19.4pp | 75.1%+21.3pp | 70.7%+25.7pp |
| Annual return | 4.88% | 15.71%-10.8pp | 109.03%-104.2pp | 28.51%-23.6pp |
| Employer contribution / active EE | $4,807 | $2,460+95.4% | $2,737+75.7% | $2,270+111.8% |
| Participant deferral / active EE | $6,524 | $3,375+93.3% | $3,709+75.9% | $3,740+74.5% |
| Admin fee / account holder | $136 | $214-36.3% | $3,845-96.5% | $513-73.4% |