See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $72,786 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,443 | $53,412+153.6% | $68,509+97.7% | $52,331+158.8% |
| Participation rate | 98.0% | 71.7%+26.3pp | 74.7%+23.2pp | 68.1%+29.9pp |
| Annual return | 0.16% | 3.42%-3.3pp | 8.27%-8.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $4,498 | $1,607+179.9% | $2,278+97.5% | $1,882+139.0% |
| Participant deferral / active EE | $4,800 | $2,688+78.6% | $3,382+41.9% | $3,022+58.8% |
| Admin fee / account holder | $304 | $461-34.1% | $5,275-94.2% | $592-48.7% |