Filed December 20, 2004
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 TRUST2+ years Filed as: GREENLEAF ADVISORS LLC Service code 16 · EIN 47-1303673 | Consulting | $622,878 |
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $227,569 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,698 | $61,125+58.2% | $108,579-10.9% | $63,975+51.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 79.6%+20.4pp | 71.1%+28.8pp |
| Annual return | 7.32% | 14.06%-6.7pp | -51.70%+59.0pp | 48.65%-41.3pp |
| Employer contribution / active EE | $4,320 | $2,237+93.1% | $3,758+14.9% | $2,182+98.0% |
| Participant deferral / active EE | $5,221 | $3,574+46.1% | $4,311+21.1% | $3,356+55.5% |
| Admin fee / account holder | $218 | $72+203.0% | $7,645-97.1% | $70+209.5% |