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 Service code 26 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Participants) | $21,916 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $9,451 |
Service code 37 · EIN 22-2755716 2 HARTFORD DRIVE · RED BANK, NJ 07701 | Loan Processing | $1,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,392 | $72,492+97.8% | $87,100+64.6% | $72,985+96.5% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 26.52% | 24.46%+2.1pp | 28.19%-1.7pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,149 | $1,894-39.4% | $2,521-54.4% | $2,440-52.9% |
| Participant deferral / active EE | $8,030 | $3,270+145.6% | $4,049+98.3% | $3,607+122.6% |
| Admin fee / account holder | $342 | $5,055-93.2% | $7,497-95.4% | $5,124-93.3% |