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 TRUST2 years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $7,000 |
TIAA1 year Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $418 |
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 | $89,601 | $49,227+82.0% | $70,449+27.2% | $79,858+12.2% |
| Participation rate | 89.8% | 69.2%+20.6pp | 75.1%+14.7pp | 69.6%+20.2pp |
| Annual return | 15.37% | 30.06%-14.7pp | 109.03%-93.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $5,711 | $2,099+172.1% | $2,737+108.7% | $2,471+131.1% |
| Participant deferral / active EE | $6,311 | $2,768+128.0% | $3,709+70.2% | $3,740+68.7% |
| Admin fee / account holder | $60 | $2,878-97.9% | $3,845-98.4% | $5,306-98.9% |