Filed November 12, 2002
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 |
|---|---|---|
TIAA3 years Service code 18 · EIN 13-1624203 | Other investment fees and expenses; C... | $140,456 |
GREENSPRING ADVISORS, LLC7 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $76,078 |
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 | $220,571 | $119,446+84.7% | $150,045+47.0% | $85,563+157.8% |
| Participation rate | 77.4% | 75.4%+2.0pp | 82.3%-4.9pp | 66.0%+11.5pp |
| Annual return | 10.90% | 23.72%-12.8pp | 62.55%-51.6pp | 31.51%-20.6pp |
| Employer contribution / active EE | $12,159 | $4,078+198.2% | $4,693+159.1% | $2,654+358.2% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $200 | $548-63.5% | $13,435-98.5% | $834-76.0% |