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 TRUST3+ years Filed as: GREENLEAF ADVISORS LLC Service code 16 · EIN 47-1303673 | Consulting | $684,992 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $251,355 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $103,424 | $67,228+53.8% | $117,854-12.2% | $77,958+32.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.7%+20.3pp | 71.6%+28.4pp |
| Annual return | 17.93% | 19.13%-1.2pp | 335.08%-317.2pp | 20.87%-2.9pp |
| Employer contribution / active EE | $5,020 | $2,211+127.1% | $3,786+32.6% | $2,310+117.2% |
| Participant deferral / active EE | $5,587 | $3,653+52.9% | $4,482+24.7% | $3,537+58.0% |
| Admin fee / account holder | $214 | $76+182.7% | $8,020-97.3% | $97+120.1% |