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 TRUST5+ years Filed as: GREENLEAF ADVISORS LLC Service code 16 · EIN 47-1303673 | Consulting | $112,975 |
Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $18,753 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,036 | $69,159+60.6% | $125,175-11.3% | $67,579+64.3% |
| Participation rate | 86.4% | 78.2%+8.2pp | 79.8%+6.6pp | 71.3%+15.1pp |
| Annual return | 18.72% | 27.12%-8.4pp | 43.79%-25.1pp | 378.56%-359.8pp |
| Employer contribution / active EE | $8,482 | $2,023+319.2% | $3,865+119.4% | $2,148+294.9% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $169 | $142+19.4% | $9,702-98.3% | $142+19.0% |