Filed November 29, 2017
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 TRUST10+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $104,208 |
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 | $161,710 | $79,171+104.3% | $102,423+57.9% | $74,495+117.1% |
| Participation rate | 93.3% | 74.8%+18.5pp | 76.5%+16.8pp | 67.2%+26.1pp |
| Annual return | 14.01% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,891 | $2,362+22.4% | $3,023-4.4% | $2,623+10.2% |
| Participant deferral / active EE | $7,014 | $4,415+58.9% | $5,053+38.8% | $4,346+61.4% |
| Admin fee / account holder | $494 | $2,001-75.3% | $9,451-94.8% | $1,942-74.6% |