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 |
|---|---|---|
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $100,000 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $48,116 |
TIAA1 year Service code 18 · EIN 13-1624203 | Trustee (bank, trust company, or simi... | $21,681 |
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 | $178,840 | $95,274+87.7% | $135,903+31.6% | $74,419+140.3% |
| Participation rate | 76.4% | 78.2%-1.8pp | 81.9%-5.5pp | 70.7%+5.7pp |
| Annual return | 10.12% | 32.77%-22.7pp | 68.23%-58.1pp | 34.38%-24.3pp |
| Employer contribution / active EE | $9,641 | $3,874+148.8% | $4,856+98.5% | $2,637+265.5% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $149 | $266-44.1% | $10,762-98.6% | $348-57.2% |