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 TRUST9+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $37,979 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,513 | $50,815-59.6% | $155,509-86.8% | $77,643-73.6% |
| Participation rate | 95.6% | 63.1%+32.5pp | 78.2%+17.4pp | 70.6%+25.0pp |
| Annual return | 13.26% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,015 | $1,993-49.1% | $4,672-78.3% | $2,726-62.8% |
| Participant deferral / active EE | $3,426 | $2,822+21.4% | $5,626-39.1% | $4,647-26.3% |
| Admin fee / account holder | $60 | $437-86.2% | $15,912-99.6% | $430-86.0% |