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 TRUST8+ years Filed as: GREENLEAF ADVISORS LLC Service code 16 · EIN 47-1303673 | Consulting | $58,610 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $15,000 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $13,897 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,492 | $71,142+52.5% | $119,609-9.3% | $64,808+67.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -12.02% | -10.01%-2.0pp | -14.97%+3.0pp | 32.82%-44.8pp |
| Employer contribution / active EE | $17,177 | $2,497+587.8% | $4,232+305.9% | $2,506+585.5% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $100 | $162-38.3% | $10,323-99.0% | $188-46.7% |