Filed April 23, 2002
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 4-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 TRUST1+ years Service code 21 · EIN 38-3416104 | Bank Trustee | $18,687 |
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 | $16,791 | $46,360-63.8% | $147,614-88.6% | $52,331-67.9% |
| Participation rate | 95.9% | 64.9%+30.9pp | 84.6%+11.3pp | 68.1%+27.8pp |
| Annual return | -0.94% | 1.62%-2.6pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,536 | $2,126-27.8% | $5,564-72.4% | $1,882-18.4% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $105 | $766-86.3% | $11,611-99.1% | $592-82.3% |