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 TRUST8+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $32,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,035 | $47,126-61.7% | $149,673-88.0% | $74,419-75.8% |
| Participation rate | 96.2% | 63.4%+32.8pp | 78.8%+17.5pp | 70.7%+25.5pp |
| Annual return | 19.96% | 22.75%-2.8pp | 134.42%-114.5pp | 34.38%-14.4pp |
| Employer contribution / active EE | $882 | $1,905-53.7% | $4,818-81.7% | $2,637-66.6% |
| Participant deferral / active EE | $3,197 | $2,728+17.2% | $5,680-43.7% | $4,528-29.4% |
| Admin fee / account holder | $48 | $343-86.1% | $13,210-99.6% | $348-86.3% |