See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 TRUST6 years Service code 15 · EIN 38-3416104 | Recordkeeping | $39,005 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,881 | $54,701+15.0% | $86,188-27.0% | $71,457-12.0% |
| Participation rate | 95.7% | 60.1%+35.6pp | 69.0%+26.8pp | 67.9%+27.8pp |
| Annual return | 16.07% | 20.06%-4.0pp | 1168.45%-1152.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,961 | $1,265+55.0% | $2,380-17.6% | $2,588-24.2% |
| Participant deferral / active EE | $5,870 | $3,108+88.9% | $3,985+47.3% | $4,289+36.9% |
| Admin fee / account holder | $275 | $1,922-85.7% | $6,852-96.0% | $1,587-82.7% |