Filed May 10, 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) | $5,250 |
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 | $82,544 | $45,073+83.1% | $69,455+18.8% | $72,985+13.1% |
| Participation rate | 92.5% | 68.5%+24.0pp | 74.6%+17.8pp | 69.5%+23.0pp |
| Annual return | 21.06% | 22.65%-1.6pp | 28.97%-7.9pp | 81.00%-59.9pp |
| Employer contribution / active EE | $5,776 | $2,054+181.2% | $2,779+107.9% | $2,440+136.7% |
| Participant deferral / active EE | $6,588 | $2,602+153.2% | $3,535+86.3% | $3,607+82.6% |
| Admin fee / account holder | $44 | $3,056-98.6% | $3,839-98.9% | $5,124-99.1% |