Filed October 18, 2004
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 | $8,322,483 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,994 | $78,483+0.7% | $106,201-25.6% | $74,546+6.0% |
| Participation rate | 89.0% | 72.8%+16.2pp | 75.3%+13.8pp | 67.2%+21.8pp |
| Annual return | 11.52% | 15.94%-4.4pp | 116.26%-104.7pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,717 | $2,522-31.9% | $3,170-45.8% | $2,624-34.6% |
| Participant deferral / active EE | $3,958 | $4,320-8.4% | $5,012-21.0% | $4,347-9.0% |
| Admin fee / account holder | $308 | $2,236-86.2% | $11,039-97.2% | $1,944-84.1% |