See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS Service code 27 · EIN 47-1303673 | Advisory (Plan) | $40,884 |
CARROLL CONSULTANTS ADVISORS, LTD4 years Service code 27 · EIN 45-3943005 | Advisory (Plan) | $8,147 |
TIAA5+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $3,564 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $244 |
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 | $70,700 | $84,948-16.8% | $70,449+0.4% | $73,409-3.7% |
| Participation rate | 97.3% | 79.9%+17.4pp | 75.1%+22.3pp | 72.2%+25.2pp |
| Annual return | 10.87% | 13.39%-2.5pp | 109.03%-98.2pp | 59.29%-48.4pp |
| Employer contribution / active EE | $3,663 | $2,834+29.2% | $2,737+33.8% | $2,234+64.0% |
| Participant deferral / active EE | $5,835 | $3,387+72.3% | $3,709+57.3% | $3,805+53.3% |
| Admin fee / account holder | $140 | $98+42.8% | $3,845-96.4% | $158-11.3% |