Filed November 29, 2017
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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 TRUST11+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $107,683 |
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 | $179,088 | $87,870+103.8% | $113,168+58.2% | $74,304+141.0% |
| Participation rate | 89.5% | 70.7%+18.7pp | 76.6%+12.9pp | 60.3%+29.1pp |
| Annual return | 17.44% | 26.44%-9.0pp | 24.27%-6.8pp | 29.43%-12.0pp |
| Employer contribution / active EE | $3,174 | $2,277+39.4% | $2,975+6.7% | $2,241+41.6% |
| Participant deferral / active EE | $7,413 | $4,241+74.8% | $5,107+45.2% | $3,767+96.8% |
| Admin fee / account holder | $523 | $3,368-84.5% | $12,068-95.7% | $2,969-82.4% |