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 TRUST4 years Service code 15 · EIN 38-3416104 | Recordkeeping | $84,768 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $245,131 | $91,190+168.8% | $178,490+37.3% | $79,858+207.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.84% | 24.19%-7.4pp | 151.07%-134.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $11,277 | $3,256+246.4% | $5,011+125.1% | $2,471+356.4% |
| Participant deferral / active EE | $6,262 | $3,236+93.5% | $5,202+20.4% | $3,740+67.4% |
| Admin fee / account holder | $815 | $6,751-87.9% | $13,984-94.2% | $5,306-84.6% |