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 TRUST10+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $133,158 |
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 | $61,711 | $88,890-30.6% | $102,423-39.7% | $77,643-20.5% |
| Participation rate | 96.5% | 80.9%+15.6pp | 76.5%+20.0pp | 70.6%+25.9pp |
| Annual return | 13.47% | 24.98%-11.5pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,855 | $2,698-31.2% | $3,023-38.6% | $2,726-31.9% |
| Participant deferral / active EE | $5,076 | $5,145-1.3% | $5,053+0.5% | $4,647+9.2% |
| Admin fee / account holder | $205 | $235-12.7% | $9,451-97.8% | $430-52.3% |