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 TRUST6+ years Filed as: GREENLEAF ADVISORS LLC Service code 16 · EIN 47-1303673 | Consulting | $111,947 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $10,302 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $114,834 | $78,419+46.4% | $133,956-14.3% | $73,409+56.4% |
| Participation rate | 94.5% | 78.6%+15.9pp | 79.8%+14.7pp | 72.2%+22.4pp |
| Annual return | 12.80% | 33.35%-20.6pp | 45.09%-32.3pp | 59.29%-46.5pp |
| Employer contribution / active EE | $9,885 | $2,044+383.7% | $3,919+152.2% | $2,234+342.5% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $147 | $161-9.1% | $8,927-98.4% | $158-7.2% |