Filed November 29, 2017
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 TRUST4+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $79,841 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,821 | $59,186+90.6% | $76,768+47.0% | $56,287+100.4% |
| Participation rate | 85.4% | 75.2%+10.1pp | 77.0%+8.4pp | 69.9%+15.5pp |
| Annual return | -6.64% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,136 | $1,759-35.4% | $2,485-54.3% | $2,111-46.2% |
| Participant deferral / active EE | $5,004 | $3,255+53.7% | $3,852+29.9% | $3,350+49.4% |
| Admin fee / account holder | $393 | $489-19.6% | $6,675-94.1% | $521-24.5% |