Filed August 23, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
GREENLEAF TRUST3+ years Filed as: GREENLEAF ADVISORS Service code 27 · EIN 47-1303673 | Advisory (Plan) | $79,217 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $74,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $158,976 | $62,543+154.2% | $83,333+90.8% | $55,725+185.3% |
| Participation rate | 63.4% | 78.4%-15.0pp | 77.8%-14.4pp | 70.9%-7.5pp |
| Annual return | -4.84% | 14.85%-19.7pp | 10.63%-15.5pp | 244.93%-249.8pp |
| Employer contribution / active EE | $7,567 | $2,427+211.7% | $3,379+124.0% | $2,078+264.1% |
| Participant deferral / active EE | $7,356 | $5,682+29.5% | $5,565+32.2% | $3,356+119.2% |
| Admin fee / account holder | $261 | $103+153.0% | $7,510-96.5% | $115+126.5% |