See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $36,312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,790 | $64,909-29.5% | $82,313-44.4% | $62,292-26.5% |
| Participation rate | 77.8% | 74.9%+2.9pp | 76.9%+0.9pp | 69.5%+8.3pp |
| Annual return | 16.68% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $633 | $1,676-62.3% | $2,428-74.0% | $2,042-69.0% |
| Participant deferral / active EE | $1,918 | $3,103-38.2% | $3,706-48.2% | $3,169-39.5% |
| Admin fee / account holder | $325 | $440-26.0% | $5,608-94.2% | $479-32.2% |