Filed August 1, 2018 (most recent of 2 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 TRUST1 year Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $85,000 |
BDO USA, LLP1 year Filed as: BDO Service code 50 · EIN 13-5381590 | Direct Payment | $15,313 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,200 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 52-1538909 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 33-0239892 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,999 | $81,537+53.3% | $149,718-16.5% | $69,631+79.5% |
| Participation rate | 89.7% | 86.1%+3.6pp | 87.1%+2.6pp | 70.7%+19.0pp |
| Annual return | 11.74% | 22.79%-11.0pp | 1501.63%-1489.9pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $3,243 | $3,239+0.1% | $5,445-40.4% | $2,032+59.6% |
| Participant deferral / active EE | $3,951 | $4,994-20.9% | $6,569-39.9% | $3,224+22.6% |
| Admin fee / account holder | $77 | $107-27.9% | $11,283-99.3% | $110-30.2% |