Filed May 28, 2008
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,751 |
GREENLEAF TRUST3 years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 04-7133673 | Advisory (Plan) | $33,013 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,284 | $52,293-65.0% | $178,490-89.8% | $73,409-75.1% |
| Participation rate | 98.6% | 65.3%+33.2pp | 81.9%+16.7pp | 72.2%+26.4pp |
| Annual return | 11.28% | 34.75%-23.5pp | 151.07%-139.8pp | 59.29%-48.0pp |
| Employer contribution / active EE | $552 | $1,735-68.2% | $5,011-89.0% | $2,234-75.3% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $108 | $127-15.3% | $13,984-99.2% | $158-31.7% |