Filed March 17, 2016
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 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 TRUST1+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $64,309 |
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 | $21,976 | $36,916-40.5% | $156,549-86.0% | $57,658-61.9% |
| Participation rate | 99.8% | 63.4%+36.4pp | 84.0%+15.8pp | 70.2%+29.6pp |
| Annual return | 6.89% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,487 | $1,571+58.3% | $5,501-54.8% | $1,974+26.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $85 | $82+2.4% | $13,027-99.4% | $95-10.6% |