Filed March 19, 2018
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 | $70,746 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,204 | $185,342-77.8% | $111,297-63.0% | $86,799-52.5% |
| Participation rate | 94.8% | 81.0%+13.8pp | 77.3%+17.5pp | 72.3%+22.5pp |
| Annual return | 14.45% | 500.80%-486.4pp | 54.65%-40.2pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,377 | $2,246-38.7% | $2,731-49.6% | $2,405-42.8% |
| Participant deferral / active EE | $3,525 | $4,458-20.9% | $4,487-21.4% | $4,131-14.7% |
| Admin fee / account holder | $95 | $255-62.8% | $7,964-98.8% | $170-43.9% |