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 TRUST4+ years Filed as: GREENLEAF ADVISORS Service code 27 · EIN 47-1303673 | Advisory (Plan) | $83,437 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $77,667 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $188,277 | $69,231+172.0% | $91,989+104.7% | $67,579+178.6% |
| Participation rate | 85.0% | 78.9%+6.1pp | 78.6%+6.4pp | 71.3%+13.8pp |
| Annual return | 23.36% | 32.03%-8.7pp | 69.02%-45.7pp | 378.56%-355.2pp |
| Employer contribution / active EE | $7,808 | $2,284+241.8% | $3,452+126.2% | $2,148+263.5% |
| Participant deferral / active EE | $7,628 | $5,854+30.3% | $5,923+28.8% | $3,539+115.5% |
| Admin fee / account holder | $260 | $107+141.7% | $7,743-96.6% | $142+82.5% |