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+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $34,683 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $13,925 |
UHY LLP1+ years Service code 10 · EIN 20-0694403 | Accounting | $8,610 |
DRINKER BIDDLE & REATH LLP1+ years Filed as: DRINKER BIDDLE AND REATH Service code 29 · EIN 23-1423089 | Legal | $4,200 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $211,396-100.0% | $466,275-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 17.6%-17.6pp | 4.3%-4.3pp |
| Annual return | -2.27% | 2.81%-5.1pp | -2.52%+0.3pp | 2.81%-5.1pp |
| Employer contribution / active EE | $12,792 | $16,358-21.8% | $109,954-88.4% | $16,358-21.8% |
| Participant deferral / active EE | $0 | $775-100.0% | $846-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $12,408-100.0% | $1,639-100.0% |