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 TRUST8+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $65,238 |
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 | $33,471 | $72,254-53.7% | $86,677-61.4% | $64,808-48.4% |
| Participation rate | 95.4% | 80.4%+15.0pp | 76.6%+18.8pp | 71.5%+23.9pp |
| Annual return | -15.01% | 392.42%-407.4pp | 35.91%-50.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,567 | $2,393-34.5% | $2,836-44.8% | $2,506-37.5% |
| Participant deferral / active EE | $4,104 | $4,658-11.9% | $4,656-11.9% | $4,310-4.8% |
| Admin fee / account holder | $79 | $174-54.9% | $7,493-99.0% | $188-58.2% |