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 |
|---|---|---|
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $67,044 |
TIAA2 years Service code 18 · EIN 13-1624203 | Direct payment from the plan; Custodi... | $49,952 |
GREENSPRING ADVISORS, LLC6 years Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $45,638 |
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 | $202,736 | $106,028+91.2% | $146,958+38.0% | $77,643+161.1% |
| Participation rate | 77.4% | 78.4%-1.0pp | 82.2%-4.8pp | 70.6%+6.8pp |
| Annual return | 13.19% | 56.73%-43.5pp | 418.34%-405.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $12,045 | $4,063+196.5% | $4,933+144.2% | $2,726+341.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $147 | $337-56.5% | $12,998-98.9% | $430-65.9% |