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 TRUST6+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $28,251 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,380 | $56,485-63.9% | $185,823-89.0% | $86,799-76.5% |
| Participation rate | 91.9% | 65.5%+26.4pp | 81.7%+10.2pp | 72.3%+19.6pp |
| Annual return | 15.19% | 118.04%-102.8pp | 122.05%-106.9pp | 97.91%-82.7pp |
| Employer contribution / active EE | $818 | $1,843-55.6% | $5,167-84.2% | $2,405-66.0% |
| Participant deferral / active EE | $2,524 | $2,553-1.1% | $5,568-54.7% | $4,131-38.9% |
| Admin fee / account holder | $43 | $150-71.5% | $16,237-99.7% | $170-74.8% |