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 TRUST2 years Filed as: GREENLEAF ADVISORS LLC Service code 26 · EIN 47-1303673 286 BROAD ST · RED BANK, NJ 07701 | Advisory (Participants) | $27,715 |
Filed as: JOHN HANCOCK NEW YORK Service code 26 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NM 142010600 | Advisory (Participants) | $2,207 |
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 | $31,722 | $58,879-46.1% | $178,490-82.2% | $73,488-56.8% |
| Participation rate | 81.1% | 66.2%+14.9pp | 81.9%-0.8pp | 70.7%+10.4pp |
| Annual return | 11.84% | 24.86%-13.0pp | 151.07%-139.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $482 | $2,236-78.5% | $5,011-90.4% | $2,270-78.8% |
| Participant deferral / active EE | $3,924 | $2,567+52.8% | $5,202-24.6% | $3,740+4.9% |
| Admin fee / account holder | $298 | $400-25.5% | $13,984-97.9% | $513-41.9% |