Filed July 25, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 TRUST4+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $16,801 |
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 | $14,925 | $62,928-76.3% | $172,739-91.4% | $67,579-77.9% |
| Participation rate | 90.8% | 64.5%+26.4pp | 82.6%+8.2pp | 71.3%+19.6pp |
| Annual return | 23.49% | 30.36%-6.9pp | 802.84%-779.3pp | 378.56%-355.1pp |
| Employer contribution / active EE | $943 | $1,636-42.3% | $5,143-81.7% | $2,148-56.1% |
| Participant deferral / active EE | $1,868 | $2,145-12.9% | $5,198-64.1% | $3,539-47.2% |
| Admin fee / account holder | $23 | $167-85.9% | $13,954-99.8% | $142-83.5% |