Filed April 11, 1995
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 TRUST2+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $68,544 |
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 | $78,694 | $60,165+30.8% | $74,183+6.1% | $55,167+42.6% |
| Participation rate | 97.2% | 74.2%+23.1pp | 76.6%+20.6pp | 69.0%+28.2pp |
| Annual return | 7.58% | 10.00%-2.4pp | 17.74%-10.2pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,808 | $1,600+13.0% | $2,370-23.7% | $1,963-7.9% |
| Participant deferral / active EE | $6,017 | $2,973+102.4% | $3,550+69.5% | $3,054+97.0% |
| Admin fee / account holder | $387 | $419-7.6% | $5,586-93.1% | $504-23.1% |