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 | $141,492 |
GREENLEAF TRUST3 years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 04-7133673 | Advisory (Plan) | $39,915 |
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 | $16,837 | $56,095-70.0% | $178,490-90.6% | $90,288-81.4% |
| Participation rate | 89.1% | 65.6%+23.5pp | 81.9%+7.1pp | 73.4%+15.7pp |
| Annual return | 14.42% | 28.81%-14.4pp | 151.07%-136.7pp | 53.97%-39.6pp |
| Employer contribution / active EE | $358 | $1,572-77.2% | $5,011-92.9% | $2,524-85.8% |
| Participant deferral / active EE | $1,932 | $2,669-27.6% | $5,202-62.9% | $4,232-54.3% |
| Admin fee / account holder | $72 | $101-28.5% | $13,984-99.5% | $114-36.9% |