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 TRUST7+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $30,681 |
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 | $15,362 | $46,292-66.8% | $143,757-89.3% | $64,808-76.3% |
| Participation rate | 96.0% | 64.2%+31.8pp | 80.3%+15.7pp | 71.5%+24.5pp |
| Annual return | -16.87% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $797 | $1,910-58.2% | $4,951-83.9% | $2,506-68.2% |
| Participant deferral / active EE | $2,976 | $2,646+12.5% | $5,637-47.2% | $4,310-30.9% |
| Admin fee / account holder | $45 | $154-70.7% | $14,673-99.7% | $188-76.0% |