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 | $102,930 |
GREENLEAF TRUST2 years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 04-7133673 | Advisory (Plan) | $24,128 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,744 | $47,456-68.9% | $172,739-91.5% | $77,787-81.0% |
| Participation rate | 87.1% | 66.3%+20.9pp | 82.6%+4.5pp | 73.2%+13.9pp |
| Annual return | 127.29% | 35.57%+91.7pp | 802.84%-675.5pp | 32.57%+94.7pp |
| Employer contribution / active EE | $220 | $1,574-86.0% | $5,143-95.7% | $2,504-91.2% |
| Participant deferral / active EE | $1,459 | $2,560-43.0% | $5,198-71.9% | $3,967-63.2% |
| Admin fee / account holder | $54 | $81-33.1% | $13,954-99.6% | $100-45.9% |