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 TRUST5+ years Filed as: GREENLEAF ADVISORS Service code 27 · EIN 47-1303673 | Advisory (Plan) | $89,400 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $81,752 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,919 | $78,781+157.6% | $100,516+101.9% | $73,409+176.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 79.4%-12.7pp | 72.2%-5.5pp |
| Annual return | 14.79% | 31.69%-16.9pp | 30.89%-16.1pp | 59.29%-44.5pp |
| Employer contribution / active EE | $5,327 | $2,420+120.2% | $3,418+55.9% | $2,234+138.5% |
| Participant deferral / active EE | $5,236 | $6,537-19.9% | $6,270-16.5% | $3,805+37.6% |
| Admin fee / account holder | $260 | $145+79.0% | $8,081-96.8% | $158+64.7% |