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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.
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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 TRUST8 years Service code 15 · EIN 38-3416104 | Recordkeeping | $84,890 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,984 | $81,248+226.1% | $155,509+70.4% | $80,856+227.7% |
| Participation rate | 91.4% | 66.2%+25.1pp | 78.2%+13.2pp | 67.6%+23.7pp |
| Annual return | 18.35% | 33.31%-15.0pp | 64.67%-46.3pp | 35.59%-17.2pp |
| Employer contribution / active EE | $9,360 | $3,100+201.9% | $4,672+100.3% | $2,755+239.7% |
| Participant deferral / active EE | $5,883 | $3,452+70.4% | $5,626+4.6% | $4,296+36.9% |
| Admin fee / account holder | $840 | $7,997-89.5% | $15,912-94.7% | $6,918-87.9% |